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Client & Operations Coordinator

Job in New York, New York County, New York, 10261, USA
Listing for: Savant Wealth Management
Full Time position
Listed on 2026-07-15
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 56000 - 72000 USD Yearly USD 56000.00 72000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Operations Coordinator
Location: New York

Savant Wealth Management, located in New York, NY, is looking for a Client Experience Specialist. This full-time position involves high-impact administrative tasks, ensuring superior client service, and assisting with office coordination.

Responsibilities include supporting client meetings, managing documentation, and providing robust administrative support to Client Services Associates. The ideal candidate should be organized, detail-oriented, and demonstrate strong communication skills.

Benefits include comprehensive health coverage, a 401(k) with company match, generous paid time off, and more.

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