Client Services Associate - Old Lyme, CT

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.