Client Success Associate – Financial Services
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
Financial Sales
Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience.
You will collaborate with Advisors, manage reports in Salesforce, and prepare meeting materials while maintaining organized paperwork in a fast-paced, relationship‑driven environment.
We invite applications for the Client Success Associate – Financial Services position located in Atlanta, GA, United States.
This role is for the Client Success Associate – Financial Services role at Savant-Wealth-Management-.
We are seeking a motivated Client Success Associate – Financial Services to join Savant-Wealth-Management- in Atlanta, GA, United States.
Consider building your career as a Client Success Associate – Financial Services at Savant-Wealth-Management-.
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