Client Services Associate - St. Paul, MN

Client Services Associate - St. Paul, MN

Salary Range $60,000.00 - $90,000.00 Salary/year Position Type Full Time Job Shift Day

Are you the type of person who genuinely enjoys helping others, building relationships, and being the go-to person when clients or teammates need support? Savant Wealth Management is looking for a Client Services Associate to join our growing team in the Twin Cities. This is an opportunity to become a trusted partner to both clients and advisors, playing a critical role in delivering an exceptional client experience.

From guiding clients through account paperwork to coordinating meetings, problem-solving, and ensuring every detail is handled with care, you'll help create the high-touch service that sets Savant apart. We're seeking an experienced, client-focused professional who thrives in a collaborative environment, enjoys staying organized in a fast-paced setting, and takes pride in making a meaningful impact on both clients and teammates every day.

In this role, you can expect to focus in the following areas:

• Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth
• Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs
• Preparing client meeting materials, reports, account paperwork, and transfer documentation
• Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless
• Supporting account opening and onboarding activities for prospective and existing clients
• Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions
• Working closely with custodians, advisors, and internal teams to resolve client questions and service requests
• Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests
• Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality

A couple things to note about our Client Services Associate position:

• Location:
  
  Currently based in our St. Paul office at 2250 Town Square Tower, 445 Minnesota Street. Our team plans to relocate to Eagan, MN before the end of the year.
• Work Model:
  This is primarily an in-office position. We believe strong collaboration and exceptional client service start with being connected to your team.
• Flexibility:
  Once fully trained and successfully onboarded, there may be an opportunity to work a hybrid schedule of 4 days in-office and 1 day remote.
• Transportation:
  Reliable transportation is important as the position requires regular in-office attendance.
• Industry
  
  Experience:
  
  Previous experience supporting advisors, clients, or operations within a Registered Investment Advisor (RIA), wealth management, banking, insurance, or financial services environment is highly valued.

The Client Services Associate position typically requires the following qualifications:

• Associate's or Bachelor's degree highly preferred
• 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field
• Previous experience within an RIA or advisor support environment highly preferred
• Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)
• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities and adapt in a fast-paced environment
• Strong verbal and written communication skills
• High degree of professionalism, confidentiality, and client focus
• Team-oriented mindset with a willingness to support colleagues and contribute wherever needed

What Sets Savant Apart At Savant, we believe exceptional client experiences start with exceptional team members.

• Collaborative, integrated model across advisory, tax, and planning services with no silos
• Friendly, relationship-focused culture where teamwork and helping others are celebrated
• Growth-oriented organization offering long-term career development opportunities
• Values-driven firm grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned organization, giving team members a shared stake in our success
• Opportunity to build meaningful relationships with clients and become a trusted part of their financial journey

Our Total Rewards At Savant, we invest in our people, supporting both their well-being and long-term growth. We…