Old Lyme, CT Old Lyme CT
Old Lyme, CT 06371 Apply Overview Salary Range $57,000.00
$76,000.

00 Salary/year Position Type Full Time Job Shift Day Apply Description If you thrive on building relationships, keeping things organized, and creating exceptional client experiences, we'd love to consider you for our Client Services Associate position! Join a collaborative team where you'll play an important role supporting financial advisors and helping clients navigate key moments with confidence and care—all while building a rewarding career with a growing, employee-owned firm. As a Client Services Associate , you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.

Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

The Client Services Associate can expect to focus in the following areas: Provides first line of contact with clients and prospects with a professional approach. Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed. Meets routine client needs in a timely manner and understands Savant's unique philosophies. Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce. Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions. Supports account opening process with Savant for all prospects and clients in a seamless way. Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients. Facilitate completion of all client applications and transfer documents. Proofreads reports, documentation, and electronic data for errors. Assembles materials for client meetings. Utilizes Salesforce to complete both client and internal requests. Professionally answers and directs incoming telephone calls. Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness. Assists in coordinating RSVPs, planning, and set-up for events in area. Prepares for upcoming meetings including preparing reports and confirming next-day appointments. Serves as back up to others within Client Services as needed. Maintains team approach by assisting and filling in for others as requested. A couple things to note about this position: This position is an in-person position based out of our office in Old Lyme, Connecticut . The schedule for this role is Monday

Friday 8:00am
5:00pm .

Qualifications The Client Services Associate position typically requires the following qualifications: 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 What Sets Savant Apart Collaborative, integrated model across advisory, tax, and planning—no silos Growth-oriented firm, offering meaningful opportunities for career development and long-term impact Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership Majority employee-owned, giving our team a shared stake in our long-term success The Perks 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 $57,000

$76,000 annually with final pay determined by experience, skills, and location.

This role may also be eligible for additional incentive compensation based on responsibilities and performance. Our Total Rewards Core Benefits (Effective Day One): Medical, dental, and vision coverage with multiple plan options Health Savings Account (HSA) or Flexible Spending Account (FSA) Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options) Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays Annual \"Savantiversary\" day Summer Hours (shorter work weeks during the summer) Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP) Wellness reimbursements (e.g., gym memberships) Flexible \"Dress for Your Day\" approach We're happy to share more details about our benefits and total rewards during the hiring process. Take your career to new heights, apply today! All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. 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 Share job details to About Savant Markets Change. Careers Grow. Savant's Experience Matters. For nearly 40 years, Savant Wealth Management has helped clients navigate evolving markets—from uncertainty and volatility to recovery and growth. Through it all, one thing has remained constant: a commitment to disciplined thinking, long-term perspective, and doing what's right. That same philosophy shapes how we build careers. As a fee-only, independent fiduciary firm, Savant integrates investment management, financial planning, tax, and estate planning to help clients pursue their ideal futures. Behind that work is a team of professionals who are equally focused on building their own. Quick Facts About Savant Founded in 1986 in Rockford, Illinois Majority employee-owned Coast-to-coast presence Integrated, multidisciplinary wealth management platform A Place to Build an Ideal Future—For Clients and for You At Savant, we believe great outcomes for clients start with a strong, aligned, and empowered team.

We are:

Collaborative by design

We operate as one team, not silos, bringing together diverse expertise to deliver integrated advice Values-driven
Our decisions are guided by excellence, integrity, respect, lifelong learning, growth, and servant leadership Growth-oriented
We are scaling intentionally, creating opportunities for career development, leadership, and long-term impact Employee-owned
Our team has a direct stake in the firm's success and future We don't just offer jobs—we offer the opportunity to build meaningful, long-term careers in a firm designed for scale, innovation, and enduring impact.

Our Purpose Vision:

Transform personal and financial dreams into goals—and goals into reality.

Mission:

Build one million ideal futures for our clients, our team, and the communities we serve. 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