What are the responsibilities and job description for the Client Services Associate - Wellesley, MA position at Savant Wealth Management?
We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client experience. In this position, you won’t just support Advisors; you’ll act as a trusted, self-directed partner, owning client requests, account opening, and meeting coordination while continuously looking for ways to improve how we serve clients. Experience with Schwab, Fidelity, and Salesforce is strongly preferred.
You’ll be at the center of it all, serving as a primary point of contact for clients and prospects, managing requests from start to finish, preparing reports and paperwork, and ensuring every interaction is handled with care and precision. Success in this role requires strong communication, attention to detail, and the ability to stay organized and solutions-oriented in a fast-paced environment.
The Client Services Associate can expect to focus in the following areas:
The Client Services Associate position typically requires the following qualifications:
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 Leadership
The 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 in the Wellesley, MA labor market is $70,000 - $90,000. 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.
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.
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.
You’ll be at the center of it all, serving as a primary point of contact for clients and prospects, managing requests from start to finish, preparing reports and paperwork, and ensuring every interaction is handled with care and precision. Success in this role requires strong communication, attention to detail, and the ability to stay organized and solutions-oriented in a fast-paced environment.
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; answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests.
- Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed.
- Prepares for upcoming meetings, including assembling materials, and preparing reports.
- Proofreads reports, documentation, and electronic data for errors
- Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed.
- This position is based out of our office in Wellesley, MA.
- The schedule is Monday – Friday 8:30am – 5:00pm
The Client Services Associate 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
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 Leadership
The 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 in the Wellesley, MA labor market is $70,000 - $90,000. 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.
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.
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.
Salary : $70,000 - $90,000