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As a member of the Advisor Services Team, the Advisors Services Representative is responsible for proactively maintaining ongoing, high-level, and self-directed client service duties to support effective Savant delivery of Turnkey Asset Management Program (TAMP) services. Duties are consistently well-executed while maintaining a positive and client centric approach. The number of firms being supported determines the distinction between a ASR I and ASR II.
Staff holding an ASR III role has a demonstrated and proven track record of success in delivering client service and supporting financial advisors in a wealth management setting. In addition, an ASR III serves as an internal resource for other team members and regularly participates in cross-functional company projects. An ASR III also has experience and proven ability to maintain strong relationships with firm and advisor clients.
The Advisor Services Representative can expect to focus in the following areas:
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Why Join Us?
Let us help you on your path to your ideal career - apply today!
Collective Wisdom. We're Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
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
Full Time
$73k-99k (estimate)
05/16/2024
07/13/2024