Client Services Associate - Lincolnshire, IL

Savant•Lincolnshire, IL

17h•Hybrid

About The Position

Join our Client Services Team as the friendly, detail-driven powerhouse who keeps advisors and clients connected and supported. If you thrive on juggling tasks, delivering exceptional service, and making a lasting impression in a dynamic financial services setting, this role is made for you. As a member of the Client Services Team, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach. Clients may include individuals, households or external advisors utilizing our Turnkey Asset Management Program (TAMP) services. 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. Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed. Meets routine client needs in a timely manner and understands Savant’s unique philosophies. Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce. Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions. Supports account opening process with Savant for all prospects and clients in a seamless way. Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients. Facilitate completion of all client applications and transfer documents. Proofreads reports, documentation, and electronic data for errors. Assembles materials for client meetings. Utilizes Salesforce to complete both client and internal requests. Professionally answers and directs incoming telephone calls. Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness. Assists in coordinating RSVPs, planning, and set-up for events in area. Prepares for upcoming meetings including preparing reports and confirming next-day appointments. Serves as back up to others within Client Services as needed. Maintains team approach by assisting and filling in for others as requested.

Requirements

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
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
Critical thinking, organized, detail-oriented, and able to multitask
Client first attitude
Effective written and verbal communication skills
Position requires a high level of confidentiality
Team player, collaborative, able to work with and through other

Responsibilities

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.