Savant Wealth Management · 19 hours ago
Client Experience Specialist - Atlanta, GA
Atlanta GA - Atlanta, GA 30350
Full-time
Onsite
Entry, Mid Level
$46K/yr - $60K/yr
2+ years expSavant Wealth Management is a fee-only, independent fiduciary wealth management firm committed to transforming personal and financial dreams into goals. They are seeking a Client Experience Specialist who will be the first point of contact for clients, ensuring a welcoming and organized environment while supporting the Client Services Team with various administrative tasks.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Serving as backup for reception and other Client Experience Specialists
Greeting clients and visitors and helping them feel comfortable from the moment they arrive
Answering and directing incoming phone calls professionally
Making sure conference rooms, common spaces, and the lobby are clean, organized, and client-ready
Opening and closing office procedures, including phones and secure document handling
Assembling annual review and client meeting packets
Assisting with beneficiary form updates and related documentation
Scheduling and coordinating meetings at the request of Client Services Associates or regional leadership
Scanning and digitizing client documents with accuracy and care, following compliance standards
Supporting document-related projects tied to firm growth and acquisitions
Assisting with quality control and organization of electronic client records
Helping administer the MySavant client portal and troubleshooting basic issues
Creating and maintaining the office master calendar and confirming next-day appointments
Processing incoming checks across custodians and reviewing deposits for accuracy
Maintaining accurate client information in Salesforce and related systems
Preparing, printing, binding, and mailing client and team materials
Processing client gift requests
Managing mail, shipping, and office supply inventory
Supporting local client and team events, including planning and setup
Assisting with Zoom meeting setup and troubleshooting
Coordinating with building management and vendors as needed
Stepping in to support teammates and special projects when needed
Qualification
Required
High school diploma or equivalent
2-3 years of experience in an administrative or office support role; financial services experience is a plus
Comfort using Microsoft Word, Excel, Outlook, CRM systems, and basic office technology
Strong organizational skills and attention to detail
Clear, professional communication skills
A client-first mindset and respect for confidentiality
A collaborative, team-oriented approach to work
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