Client Experience Specialist — Financial Services
Job in
Old Lyme, New London County, Connecticut, 06371, USA
Listed on 2026-07-20
Listing for:
Savant Wealth Management
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
Savant Wealth Management is seeking a Client Services Associate to support financial advisors and clients from our Old Lyme office. You will manage client information, prepare reports, coordinate meetings, and facilitate the account opening process while maintaining professional interactions with clients and prospects.
The role requires a strong organizational mindset, 2+ years in client services/administrative support in financial services, and a bachelor’s or associate degree when possible;
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