Client Services Representative & Office Administrator
Savant Wealth Management•Middleton, WI
419d
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About The Position
The Client Services Representative & Office Administrator at Savant Wealth Management plays a crucial role in ensuring smooth office operations while delivering exceptional service to clients. This position involves acting as a liaison between advisors and clients, managing client information, and supporting the overall client services team. The representative is responsible for troubleshooting issues, organizing meetings, and maintaining a welcoming office environment, all while embodying the company's values of collaboration, integrity, and excellence.
