Savant Wealth Management · 10 hours ago
Client Services Associate - Middleton, WI
Middleton, WI
Full-time
Onsite
Entry Level
$56K/yr - $81K/yr
2+ years expSavant Wealth Management is a fiduciary wealth management firm dedicated to providing comprehensive guidance on financial matters. The Client Services Associate plays a vital role in building relationships with clients, ensuring smooth operations, and supporting advisors in their day-to-day activities.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Serving as a first point of contact for clients and prospects—by phone, in person, and behind the scenes
Scheduling meetings, coordinating logistics, and helping advisors stay prepared
Preparing and processing client paperwork, account openings, transfers, and service requests
Keeping client information accurate and up to date in Salesforce and related systems
Assembling materials and reports for client meetings and events
Navigating custodial relationships and helping clients move through what can sometimes feel like a complicated process
Troubleshooting issues as they arise and knowing when to pull in the right people
Supporting day-to-day office operations so the space feels welcoming, professional, and ready for clients
Pitching in where needed—covering for teammates, supporting events, or helping during especially busy periods
Qualification
Required
Two or more years of experience in client service, administrative support, or office operations—ideally within financial services, banking, or insurance
Comfort juggling multiple priorities without losing your attention to detail
Strong written and verbal communication skills
Confidence using Microsoft Office tools and CRM systems
A client-first mindset and a high level of professionalism
The ability to handle sensitive information with care and discretion
A team-oriented approach—you help where needed and ask for help when you need it
Preferred
A bachelor's or associate degree is highly preferred and will be prioritized, but relevant experience is just as important
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