Client Services Associate - St. Paul, MN

Savant•Saint Paul, MN

1d•$58,500 - $87,700•Onsite

About The Position

As a key member of our Client Services Team in St. Paul, MN, the Client Services Associate provides essential support to both Advisors and clients. This role is instrumental in ensuring a seamless client experience through high‑quality service, strong communication, and reliable operational support. Clients may include individuals, households, and external advisors utilizing our Turnkey Asset Management Program (TAMP). The ideal candidate is detail‑oriented, proactive, and able to multitask in a fast‑paced environment while maintaining a positive, client‑centric approach. The Client Services Associate can expect to focus in the following areas:

Requirements

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

Responsibilities

Serve as the first point of contact for clients and prospects with professionalism and warmth.
Act as a liaison between Advisors and clients; troubleshoot issues, organize schedules, and coordinate meetings.
Meet routine client needs promptly while demonstrating a strong understanding of Savant’s philosophies.
Manage inbound calls, greet office visitors, and support daily office activities.
Prepare, process, and follow up on all client paperwork, including account applications and transfer documents.
Maintain accurate and up‑to‑date client information in Salesforce; document all client interactions.
Prepare client reports, proofread documents, and assemble materials for client meetings.
Support the account‑opening process to ensure a seamless experience for prospects and clients.
Navigate various custodial relationships and simplify complex requirements for clients.
Maintain office, lobby, and conference room cleanliness and readiness for visitors.
Assist with planning, RSVPs, and set‑up for events hosted in the area.
Prepare next‑day appointments, create master calendars, and run daily client meeting reports.
Receive and log mail, packages, and client deliveries; prepare outgoing mail and shipments.
Maintain call logs, prospect call records, and CRM task completion.
Serve as backup to other Client Services team members as needed.
Contribute to a collaborative team environment by assisting colleagues and filling in during peak times.
Support client and marketing events when requested.
Inventory, order, and process office supplies.
Execute office opening and closing procedures, including phone setup and document shredding.
Process sympathy touches upon obituary review.
Assemble and prepare materials for mailings.
Update corrected client information from landing pages into the CRM.
Complete miscellaneous tasks or projects to support the Client Services and Advisor teams

Benefits

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.