Client Services & Operations Associate
Job in
Old Lyme, New London County, Connecticut, 06371, USA
Listed on 2026-07-25
Listing for:
Savant-Wealth-Management-
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Savant Capital LLC in Old Lyme, CT is seeking a Client Services Associate to support financial advisors and help clients navigate key moments with confidence and care. This in-person role focuses on delivering an exceptional client experience through organized office operations, paperwork preparation, meeting coordination, and responsive client service.
You’ll be the essential bridge between Advisors and Clients, maintaining Salesforce data, handling calls and visits, coordinating events, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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