Manager of Client Administration, Accounting & Business Advisory

Savant•Rockford, IL

35d•Onsite

About The Position

The Client Administration Manager (CAM) is a key member of Savant's Accounting and Business Advisory— Client Administration team, responsible for delivering high-quality tax, accounting, and advisory services to clients. This role contributes to team performance, client satisfaction, and the ongoing execution of Savant's service standards and growth objectives. This role leads the Client Administration function by overseeing team performance, capacity management, workflow execution, employee development, and operational consistency while ensuring administrative support services effectively support client service delivery, high-quality client experience and firm objectives.

Requirements

High School Diploma; Associate or Bachelor’s degree highly preferred
5+ years of administrative, client service, operations, workflow management, or related experience preferred
Prior leadership, supervisory, or team management experience preferred
Experience in an accounting, tax, financial services, legal, or professional services environment preferred, including managing workflow, capacity, and team performance.
Experience training, mentoring, and supporting development of team members.
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 others.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

Experience in an accounting, tax, financial services, legal, or professional services environment preferred

Responsibilities

Ensure consistent delivery of high-quality client experience across the Client Administration team.
Support resolution of escalated client service and administrative issues.
Partner with service line leaders to support client service objectives and administrative needs.
Promote responsiveness, professionalism, and service excellence across administrative functions.
Ensure administrative processes support efficient and positive client experience.
Oversee workflow management, task completion, and administrative operations across the team.
Monitor capacity utilization and workload distribution to ensure efficient resource allocation.
Ensure adherence to firm workflows, procedures, documentation standards, and quality expectations.
Identify workflow bottlenecks, operational risks, and process improvement opportunities.
Partner with Operations and service-line leadership to support operational consistency and efficiency.
Monitor key administrative performance indicators and drive continuous improvement.
Support implementation of new systems, workflows, and operational initiatives.
Directly supervise Client Administration Specialists and Senior Client Administration Specialists.
Conduct hiring, onboarding, coaching, performance management, and development activities.
Establish team goals, expectations, and accountability standards.
Manage staffing needs, resource planning, and workload balancing.
Support employee engagement, retention, and career development.
Foster collaboration and consistency across offices and administrative functions.
Support the firm’s M&A integration efforts by onboarding and transitioning acquired-firm administrative staff onto SABA client-service standards, coordinating with the centralized M&A Integration team and the Regional Director of Partner Optimization.
Lead administrative meetings, communications, and team initiatives.
Support succession planning and future leadership development within the Client Administration team.
Provide direct leadership and supervision of the Client Administration team.
Hold team members accountable for performance, quality, service standards, and professional conduct.
Build a culture of ownership, accountability, collaboration, and continuous improvement.
Develop team members through coaching, mentoring, and career development planning.
Lead through change and support adoption of firm initiatives and operational improvements.
Communicate effectively and transparently with team members and leadership.
Promote the firm's One Team, One Vision philosophy and organizational values.
Serve as a role model for professionalism, integrity, and service excellence.
Contribute to operational scalability, consistency, and efficiency across SABA.