Are you passionate about delivering exceptional client service and thriving in a collaborative team environment? Do you excel in communication and problem-solving? If so, we invite you to join our dynamic Advisor Services Team as an Advisor Services Representative I here at Savant Wealth Management!

At Savant, we value client-centric services, teamwork, and high-level communication. As a member of our Advisor Services team, your passion for operational excellence will play a crucial role in maintaining and enhancing the quality of our Turnkey Asset Management Program (TAMP) services. The Advisor Services Representative I can expect to focus in the following areas:

Client Engagement and Support

• Serve as the primary point of contact for Advisors of RIA Firm clients, ensuring prompt and proactive communication.
• Coordinate money movements based on external Advisor instructions, maintaining accuracy and efficiency.
• Troubleshoot issues and act as a liaison between Advisors and custodians to resolve any concerns.
• Internal Collaboration and Problem Solving
• Function as a self-directed and high-performing member of the Advisor Services team, providing internal support and problem-solving assistance.
• Utilize your expertise in technology platforms, including Salesforce, Tamarac, and Microsoft Office Suite, to support team functions and client interactions.

Operational Excellence

• Input and maintain client demographic information within our systems, ensuring data integrity.
• Utilize technology to populate and maintain Salesforce records, documenting client interactions meticulously.
• Prepare and proofread client reports and forms, facilitating accurate and efficient service delivery.

Client Service Administration

• Facilitate the completion of client applications and transfer documents, assisting Advisors with tax planning and RMD satisfaction.
• Prepare internal and custodial client paperwork, ensuring accurate electronic delivery to clients when necessary.
• Collect and organize specialized reports for management, contributing to informed decision-making.

Team Collaboration

• Maintain a team-oriented approach by assisting and filling in for team members as needed.
• Follow up on delegated tasks to ensure timely and successful completion.
• Perform other duties as requested to support the ongoing success of the Advisor Services Team.

A couple special notes about our Advisor Services Representative:

• This position is based in our Atlanta, GA office at 400 Northridge Road, Suite 350.
• This position requires you to work in-person Monday - Friday, 8:00AM - 5:00PM for at least the first 120 working days during training. Flexibility to move to a hybrid model of 3 days in-office and 2 from home, will be reviewed following your training period.
• Because this role requires in-person support, you must have reliable transportation and live within 50 minutes of our office.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

Where do you fit in?

Here are a few of our must haves:

• Bachelor’s degree in from an accredited college or university is highly preferred. You must have at least an associate's to be considered.
• 1-2 years proven success and tenure in an administrative support function in an investment environment
• You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
• You will be process oriented, organized, detail-oriented, and able to multitask.
• You always maintain a client first attitude
• You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization
• You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Here are some skills that are helpful in your success:

• You are a self-motivated, customer service oriented, energetic, resourceful, and eager to learn person.
• You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
• You will have a proven track record for solid attendance in your previous work experiences.
• You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
• You enjoy contributing to the overall effectiveness of the client services team by assisting with various projects and filling in for others as needed.

Why Join Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

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