Wealth Management Client Services Specialist; Hybrid
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Savant Wealth Management seeks a Client Services Associate to join our Twin Cities team in St. Paul. You will serve as the trusted liaison for clients and advisors, guiding clients through paperwork, coordinating meetings, and ensuring detailed, high-touch service.
In this role you will build relationships, support onboarding, manage schedules, and document interactions using Salesforce and other tools. A collaborative, client-focused mindset is essential.
This role, Wealth Management Client Services Specialist (Hybrid) at Savant Wealth Management, could be your next move.
We are looking to fill the Wealth Management Client Services Specialist (Hybrid) position at Savant Wealth Management in Saint Paul, MN, United States.
The Wealth Management Client Services Specialist (Hybrid) role at Savant Wealth Management is now open for applications in Saint Paul, MN, United States.
Join us at Savant Wealth Management as our next Wealth Management Client Services Specialist (Hybrid) in Saint Paul, MN, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).