Client Services Associate - Atlanta, GA

Join our Atlanta Client Services Team as a Client Services Associate, where you’ll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This is a great opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys being a reliable, go-to resource for both internal teams and clients.

As a member of the Client Services Team at Savant, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures.

If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Associate can expect to focus in the following areas:

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.

A couple things to note about our Client Services Associate position:

This position will be based out of our Atlanta, GA office.

The role is a full-time 40 hour/week position with a schedule of Monday – Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:

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

Why Join Us?

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