Savant Wealth Management · 1 day ago
Client Services Associate - Doylestown, PA
Doylestown, PA
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
2+ years expSavant Wealth Management is seeking a Client Services Associate in Doylestown, PA. In this role, you will be the welcoming face of the office, supporting Advisors and clients by managing office operations, coordinating meetings, and ensuring a seamless client experience.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Serve as the first point of contact for clients and prospects, delivering a warm, professional, and service-oriented in-office experience
Act as a liaison between Advisors and clients by coordinating schedules, organizing meetings, and resolving routine client requests in a timely and thoughtful manner
Support the full client lifecycle, including account openings, transfers, paperwork completion, and follow-up with custodians to ensure a seamless experience
Prepare, proofread, and assemble client reports, documentation, and meeting materials; confirm appointments and support meeting logistics
Maintain accurate and up-to-date client information in Salesforce, documenting client interactions, requests, and required follow-ups
Utilize technology and internal systems to complete client and internal service requests efficiently and accurately
Professionally answer and direct incoming calls; greet and assist visitors; and maintain a polished office, lobby, and conference room environment
Support in-office and client events by assisting with planning, RSVPs, setup, and day-of execution
Collaborate closely with the Client Services team, providing coverage and support for colleagues as needed to ensure consistent service
Manage daily office operations including mail and package handling, office supply inventory, shipping, and opening/closing procedures
Maintain shared spaces and meeting rooms to ensure a welcoming, professional environment
Assist with administrative tracking such as calendars, call logs, client meeting reports, and miscellaneous operational tasks
Support special projects, client communications, and marketing or client events as requested
Qualification
Required
2+ years of proven success in a client services/administrative support function in financial services
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 degree or Associates degree 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