Client Services Associate - Wyomissing, PA

As a Client Services Associate in our Wyomissing office, you are the heartbeat of the client experience. You play a vital role in supporting our Advisors and building trusted relationships with clients by ensuring every interaction is professional, seamless, and thoughtful. This is a highly visible, in-office role ideal for someone who enjoys being part of a close-knit team, thrives in a fast-paced environment, and takes pride in delivering exceptional service. You’ll balance administrative excellence with relationship support—helping create a welcoming, polished experience for every client who walks through our doors.

What You’ll Do

• Serve as the first point of contact for clients and visitors in our Wyomissing office, delivering a warm and professional experience

• Support Advisors by preparing client paperwork, reports, and meeting materials

• Coordinate meetings, manage schedules, and confirm appointments

• Process account openings, transfers, and service requests accurately and efficiently

• Maintain and update client records and documentation in Salesforce

• Navigate custodial platforms and explain processes clearly to clients

• Proofread and review documents to ensure accuracy and compliance

• Professionally manage incoming calls and client inquiries

• Prepare for and support client meetings, reviews, and local events

• Maintain organized, welcoming conference rooms and shared spaces

• Partner closely with teammates and provide backup support as needed

Additional Responsibilities

• Manage mail, shipments, and office supply inventory

• Support daily office opening and closing procedures

• Maintain calendars, call logs, and meeting reports

• Assist with client communications and special touches, including sympathy outreach

• Support local marketing and client engagement events

• Contribute to special projects and operational initiatives

What Success Looks Like

In this role, success means clients feel welcomed, supported, and confident in their experience with Savant. Advisors are able to focus on advice and relationships because you’ve ensured the details are handled. You bring strong organization, attention to detail, and a service-oriented mindset—helping our Wyomissing team deliver the high-touch experience Savant is known for.

The Client Services Representative 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
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
• Critical thinking, organized, detail-oriented, and able to multitask
• Client first attitude
• Effective written and verbal communication skills
• Position requires a high level of confidentiality
• Team player, collaborative, able to work with and through others

Why Join Us?

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 nationally is $57,000 - $76,600. 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 and benefits.

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.

Take your career to new heights, apply today!

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 : $57,000 - $76,600