Savant Wealth Management-posted about 1 year ago
Full-time • Entry Level
Cedar Rapids, IA
This job is no longer available
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The Client Services Representative at Savant Wealth Management plays a crucial role in delivering exceptional service to clients by acting as a liaison between advisors and clients. This position involves managing client paperwork, handling requests, coordinating schedules, and ensuring a seamless client experience. The representative is expected to thrive in a fast-paced environment, demonstrating strong communication and organizational skills while resolving client challenges with a client-first mindset.
