Client Services Associate - Lincolnshire or Chicago, IL

We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client experience. In this position, you won’t just support Advisors; you’ll act as a trusted, self-directed partner, owning client requests, account opening, and meeting coordination while continuously looking for ways to improve how we serve clients. Experience with Schwab, Fidelity, and Salesforce is strongly preferred.

You’ll be at the center of it all, serving as a primary point of contact for clients and prospects, managing requests from start to finish, preparing reports and paperwork, and ensuring every interaction is handled with care and precision. Success in this role requires strong communication, attention to detail, and the ability to stay organized and solutions-oriented in a fast-paced environment.

• 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.

• This is a full-time hybrid position based out of our office in Lincolnshire, IL or Chicago Loop, IL (Madison St.)
• The schedule is Monday – Friday 8:00am – 5:00pm.
• There is an opportunity to discuss a hybrid schedule with your supervisor following the training period (3 days in office, 2 days remote).

• 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

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role in this market is $57,000 - $76,600
. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation, we also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role.

• 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…