Client Services Associate - St. Paul, MN

As a key member of our Client Services Team in St. Paul, MN, the Client Services Associate provides essential support to both Advisors and clients. This role is instrumental in ensuring a seamless client experience through high‑quality service, strong communication, and reliable operational support. Clients may include individuals, households, and external advisors utilizing our Turnkey Asset Management Program (TAMP). The ideal candidate is detail‑oriented, proactive, and able to multitask in a fast‑paced environment while maintaining a positive, client‑centric approach.

• 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.

• 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.

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. Our name, rooted in the Latin word sapere
—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. 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 clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence,…