Client Services Associate - Wyomissing, PA

As a Client Services Associate in our Wyomissing office, you are the heartbeat of the client experience. You play a vital role in supporting our Advisors and building trusted relationships with clients by ensuring every interaction is professional, seamless, and thoughtful. This is a highly visible, in-office role ideal for someone who enjoys being part of a close-knit team, thrives in a fast-paced environment, and takes pride in delivering exceptional service.

You'll balance administrative excellence with relationship support-helping create a welcoming, polished experience for every client who walks through our doors.
What You'll Do

• Serve as the first point of contact for clients and visitors in our Wyomissing office, delivering a warm and professional experience
• Support Advisors by preparing client paperwork, reports, and meeting materials
• Coordinate meetings, manage schedules, and confirm appointments
• Process account openings, transfers, and service requests accurately and efficiently
• Maintain and update client records and documentation in Salesforce
• Navigate custodial platforms and explain processes clearly to clients
• Proofread and review documents to ensure accuracy and compliance
• Professionally manage incoming calls and client inquiries
• Prepare for and support client meetings, reviews, and local events
• Maintain organized, welcoming conference rooms and shared spaces
• Partner closely with teammates and provide backup support as needed

Additional Responsibilities

• Manage mail, shipments, and office supply inventory
• Support daily office opening and closing procedures
• Maintain calendars, call logs, and meeting reports
• Assist with client communications and special touches, including sympathy outreach
• Support local marketing and client engagement events
• Contribute to special projects and operational initiatives

What Success Looks Like

In this role, success means clients feel welcomed, supported, and confident in their experience with Savant. Advisors are able to focus on advice and relationships because you've ensured the details are handled. You bring strong organization, attention to detail, and a service-oriented mindset-helping our Wyomissing team deliver the high-touch experience Savant is known for.

The Client Services Representative position typically requires the following qualifications:

• Bachelor's or Associate's Degree from accredited college or university preferred
• Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
• Critical thinking, organized, detail-oriented, and able to multitask
• Client first attitude
• Effective written and verbal communication skills
• Position requires a high level of confidentiality
• Team player, collaborative, able to work with and through others

Why Join Us?

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere-"to be wise"-reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support.

At the heart of our firm is a culture of lifelong learning-one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

The Perks:

At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $57,000 - $76,600. However, final…