Client Navigator - Wealth Management; Onsite

Savant is seeking a Client Services Associate to be a trusted first point of contact for clients and a partner to Advisors in Middletown, RI. This onsite role focuses on accurate paperwork, proactive follow-up, and polished, personal client interactions.

You will maintain client records in Salesforce, coordinate account openings and transfers, and support the team with custodial platform knowledge and strong communication. A background in wealth management is a plus.

Join us at SAVANT as our next Client Experience Navigator
- Wealth Management (Onsite) in Middletown, RI, United States.

For the Client Experience Navigator
- Wealth Management (Onsite) position at SAVANT, we are reviewing applications now.

Step into the Client Experience Navigator
- Wealth Management (Onsite) role at SAVANT in Middletown, RI, United States and grow with us.

Please review the full job details above before applying.