Onsite Client Services Associate – Wealth Management
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Finance & Banking
Job Description & How to Apply Below
Savant is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors in the Middletown, RI office. The role focuses on coordinating client requests, maintaining records in Salesforce, and ensuring polished interactions with clients and custodians.
The position emphasizes on-site work, strong communication, and collaboration within a relationship-driven team, with opportunities to grow in a values-driven environment.
Join us at Savant as our next Onsite Client Services Associate – Wealth Management in Middletown, RI, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Middletown, RI, United States.
This opportunity is part of our work in Human Resources, Sales.
The advertised compensation is 57.000 - 85.000.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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