Client Services Associate - Wellesley, MA

Savant•Wellesley, MA

2d•$70,000 - $90,000•Onsite

About The Position

We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client experience. In this position, you won’t just support Advisors; you’ll act as a trusted, self-directed partner, owning client requests, account opening, and meeting coordination while continuously looking for ways to improve how we serve clients. Experience with Schwab, Fidelity, and Salesforce is strongly preferred. You’ll be at the center of it all, serving as a primary point of contact for clients and prospects, managing requests from start to finish, preparing reports and paperwork, and ensuring every interaction is handled with care and precision. Success in this role requires strong communication, attention to detail, and the ability to stay organized and solutions-oriented in a fast-paced environment. The Client Services Associate can expect to focus in the following areas: Provides first line of contact with clients and prospects with a professional approach; answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies. Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests. Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner. Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients. Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed. Prepares for upcoming meetings, including assembling materials, and preparing reports. Proofreads reports, documentation, and electronic data for errors Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed. A couple things to note about our Client Services Associate position: This position is based out of our office in Wellesley, MA. The schedule is Monday – Friday 8:30am – 5:00pm

Requirements

Strong communication
Attention to detail
Ability to stay organized and solutions-oriented in a fast-paced environment
Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

Nice To Haves

Experience with Schwab
Experience with Fidelity
Experience with Salesforce

Responsibilities

Provides first line of contact with clients and prospects with a professional approach
Answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies
Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests
Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients
Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed
Prepares for upcoming meetings, including assembling materials, and preparing reports
Proofreads reports, documentation, and electronic data for errors
Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed