Senior Client Services Associate - Atlanta, GA

You've built a successful career supporting advisors and delivering exceptional service in an RIA—now it's time to take that experience even further. Join Savant as a Senior Client Services Associate, where you'll leverage your expertise supporting high-net-worth clients, serve as a trusted resource to your team, and continue growing your career with a firm that values collaboration and excellence.

In this role, you'll take ownership of complex client relationships, partner closely with advisors to deliver a seamless client experience, and help drive the success of our practice through proactive service, operational excellence, and collaboration across the firm.

The Senior Client Services Associate can expect to focus in the following areas:

• Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
• Functions as a high-level, self-directed member of the Client Services team.
• Serves as an internal resource and problem solver to other team members.
• Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
• 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 client interactions.
• Facilitates completion of all client applications and transfer documents.
• Proofreads reports, forms, and electronic data for errors.
• Conducts client paperwork signing meetings with clients.
• Collects and organizes specialized reports for management.
• 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.
• Assist in coordinating RSVPs, planning and set-up for events in area.
• Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

A couple things to note about our Senior Client Services Associate position:

• This position will be based out of our Atlanta, GA office.

• The role is a full-time 40 hour/week position with a schedule of Monday – Friday 8:00am - 5:00pm.