Client Services Associate - St. Paul, MN

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  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 confidentialityA 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 preferred2+ 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 take a market-based approach to compensation. The expected base salary range for this role is $60,000 - $85,000 annually. Actual compensation is determined on an…