Client Services Associate - St. Paul, MN

As a key member of our Client Services Team in St. Paul, MN, the Client Services Associate provides essential support to both Advisors and clients. This role is instrumental in ensuring a seamless client experience through high-quality service, strong communication, and reliable operational support. Clients may include individuals, households, and external advisors utilizing our Turnkey Asset Management Program (TAMP). The ideal candidate is detail-oriented, proactive, and able to multitask in a fast-paced environment while maintaining a positive, client-centric approach.The Client Services Associate can expect to focus in the following areas:Client & Advisor Support Serve as the first point of contact for clients and prospects with professionalism and warmth. Act as a liaison between Advisors and clients; troubleshoot issues, organize schedules, and coordinate meetings. Meet routine client needs promptly while demonstrating a strong understanding of Savant's philosophies. Manage inbound calls, greet office visitors, and support daily office activities.Client Documentation & Information Management Prepare, process, and follow up on all client paperwork, including account applications and transfer documents. Maintain accurate and up-to-date client information in Salesforce; document all client interactions. Prepare client reports, proofread documents, and assemble materials for client meetings. Support the account-opening process to ensure a seamless experience for prospects and clients. Navigate various custodial relationships and simplify complex requirements for clients.Office & Operational Support Maintain office, lobby, and conference room cleanliness and readiness for visitors. Assist with planning, RSVPs, and set-up for events hosted in the area. Prepare next-day appointments, create master calendars, and run daily client meeting reports. Receive and log mail, packages, and client deliveries; prepare outgoing mail and shipments. Maintain call logs, prospect call records, and CRM task completion.Team Collaboration Serve as backup to other Client Services team members as needed. Contribute to a collaborative team environment by assisting colleagues and filling in during peak times. Support client and marketing events when requested.Additional Responsibilities (As Needed) Inventory, order, and process office supplies. Execute office opening and closing procedures, including phone setup and document shredding. Process sympathy touches upon obituary review. Assemble and prepare materials for mailings. Update corrected client information from landing pages into the CRM. Complete miscellaneous tasks or projects to support the Client Services and Advisor teamsThe Client Services Representative 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 Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software Critical thinking, organized, detail-oriented, and able to multitask Client first attitude Effective written and verbal communication skills Position requires a high level of confidentiality Team player, collaborative, able to work with and through othersWhy Join Us?For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere-"to be wise"-reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning-one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.Our Vision: Transform personal and financial dreams into goals and goals into reality.Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant LeadershipThe Perks:At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $57,000 - $76,600. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process. Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment. Choice of Medical Plans: Select from two medical plans tailored to fit your needs. Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses. Flexible Dental Coverage: Choose between two dental plan options for optimal oral health. Vision Insurance: Keep your eyes healthy with our vision insurance plan. Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits. Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans. 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match. Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments Dress Code: Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule. Employee Recognition: Enjoy monetary awards through our recognition program. Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities. Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it. Exclusive Discounts: Take advantage of various discount programs for additional savings. Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy. Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.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.

Created: 2026-04-03