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Client Experience & Operations Associate

Job in Old Lyme, New London County, Connecticut, 06371, USA
Listing for: Savant Capital, LLC
Full Time position
Listed on 2026-08-13
Job specializations:
  • Business
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 57000 - 76000 USD Yearly USD 57000.00 76000.00 YEAR
Job Description & How to Apply Below

Savant Capital, LLC is seeking a Client Services Associate in Old Lyme, CT to support financial advisors and clients through organized administration, paperwork, and meeting coordination.

You will manage calls, prepare documents, maintain Salesforce records, assist with account openings, and ensure a seamless client experience.

The role offers a Monday–Friday schedule, competitive base salary, and comprehensive benefits.

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Position Requirements
10+ Years work experience
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