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Client Experience & Operations Associate
Job in
Old Lyme, New London County, Connecticut, 06371, USA
Listed on 2026-08-13
Listing for:
Savant Capital, LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Business
Office Administrator/ Coordinator
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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