Savant Wealth Management · 4 days ago
Client Services Associate - St. Paul, MN
St Paul, MN
Full-time
Onsite
Entry Level
$62K/yr - $75K/yr
2+ years expSavant Wealth Management is a trusted advisor in financial services, and they are seeking a Client Services Associate to support both Advisors and clients. This role focuses on ensuring a seamless client experience through high-quality service and operational support, while managing client documentation and providing team collaboration.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Serve as the first point of contact for clients and prospects with professionalism and warmth
Act as a liaison between Advisors and clients; troubleshoot issues, organize schedules, and coordinate meetings
Meet routine client needs promptly while demonstrating a strong understanding of Savant’s philosophies
Manage inbound calls, greet office visitors, and support daily office activities
Prepare, process, and follow up on all client paperwork, including account applications and transfer documents
Maintain accurate and up‑to‑date client information in Salesforce; document all client interactions
Prepare client reports, proofread documents, and assemble materials for client meetings
Support the account‑opening process to ensure a seamless experience for prospects and clients
Navigate various custodial relationships and simplify complex requirements for clients
Maintain office, lobby, and conference room cleanliness and readiness for visitors
Assist with planning, RSVPs, and set‑up for events hosted in the area
Prepare next‑day appointments, create master calendars, and run daily client meeting reports
Receive and log mail, packages, and client deliveries; prepare outgoing mail and shipments
Maintain call logs, prospect call records, and CRM task completion
Serve as backup to other Client Services team members as needed
Contribute to a collaborative team environment by assisting colleagues and filling in during peak times
Support client and marketing events when requested
Inventory, order, and process office supplies
Execute office opening and closing procedures, including phone setup and document shredding
Process sympathy touches upon obituary review
Assemble and prepare materials for mailings
Update corrected client information from landing pages into the CRM
Complete miscellaneous tasks or projects to support the Client Services and Advisor teams
Qualification
Required
Bachelor's or Associate's Degree from accredited college or university preferred
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
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