Client Experience Specialist, Financial Services
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage and day-to-day operations. You will prepare client paperwork, coordinate meetings, process requests, and ensure every client interaction is organized and well supported.
The ideal candidate is organized, a proactive problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.
Consider building your career as a Client Experience Specialist, Financial Services at Savant-Wealth-Management-.
Our team is growing, and we are hiring a Client Experience Specialist, Financial Services in South Portland, ME, United States.
This role is for the Client Experience Specialist, Financial Services role at Savant-Wealth-Management-.
We are seeking a motivated Client Experience Specialist, Financial Services to join Savant-Wealth-Management- in South Portland, ME, United States.
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