Wealth Management Client Services Specialist
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Savant is seeking a Client Services Associate to be the first point of contact for clients in Grand Blanc, MI. You will coordinate requests, maintain records, and support Advisors with meetings, reports, and follow-up.
This onsite role emphasizes accuracy, speed, and a client-first approach in a collaborative wealth-management environment. Ideal candidates have 2+ years in financial services client support, familiarity with custodial platforms like Schwab or Fidelity, and proficiency in Word,
The following position is for a Wealth Management Client Services Specialist with SAVANT.
The Wealth Management Client Services Specialist role at SAVANT is now open for applications in Grand Blanc, MI, United States.
Join us at SAVANT as our next Wealth Management Client Services Specialist in Grand Blanc, MI, United States.
We are currently recruiting a Wealth Management Client Services Specialist for our team in Grand Blanc, MI, United States.
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