Client Services Associate - Westwood, MA

We’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood, MA office. In this role, you’ll assist with client requests, account opening, reporting, and meeting coordination.

You’ll serve as a point of contact for clients and prospects while helping keep day-to-day operations organized and running smoothly. This is a great opportunity for someone who’s proactive, organized, and eager to grow within a client service team.

• Provides first line of contact with clients and prospects with a professional approach; answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies.
• Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests.
• Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner.
• Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
• Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed.
• Prepares for upcoming meetings, including assembling materials, and preparing reports.
• Proofreads reports, documentation, and electronic data for errors.
• Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed.

• This position is based out of our office in Westwood, MA.
• The schedule is Monday – Friday 8:30am – 5:00pm.
• There is an opportunity to discuss a hybrid schedule with your supervisor following the training period (3 days in office, 2 days remote).

• 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.

• Benefit Eligibility on Day One:
  Immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans:
  Two medical plans tailored to fit your needs.
• Health & Wellness Accounts:
  Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage:
  Two dental plan options for optimal oral health.
• Vision Insurance:
  Vision insurance plan.
• Company-Paid Life & AD&D Insurance:
  Fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage:
  Short-term and long-term disability plans.
• 401(k) with Company Match:
  Both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits:
  Personal leave, parental leave, professional development paid time, and bereavement pay.
• Dress Code: “Dress for Your Day” approach to your style; wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition:
  Monetary awards through our recognition program.
• Team Incentive Plans:
  Participation in our team incentive plan for additional earning opportunities.
• Employee Assistance Program:
  Support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts:
  Various discount programs for additional savings.
• Wellness Reimbursements:
  Reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks:
  Reimbursed for your warehouse club memberships and allowance for Savant swag.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.