Savant Wealth Management · 2 months ago
Client Services Associate - Cedar Rapids, IA
Cedar Rapids, IA
Full-time
Onsite
Entry Level
$56K/yr - $77K/yr
2+ years expSavant Wealth Management is a fiduciary wealth management firm dedicated to providing comprehensive financial guidance. They are seeking a Client Services Associate to support advisors and clients by managing office responsibilities, preparing client paperwork, and ensuring a seamless client experience.
ConsultingFinancial ServicesWealth Management
No H1B
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
Qualification
Required
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 others
Preferred
Bachelor's or Associate's Degree from accredited college or university preferred
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase