Client Experience Specialist - Evanston, IL
Savant Wealth ManagementEvanston, Illinois, United States
Posted February 17, 2026
42000 - 54000 USD
Full Time
About the Company
Savant Wealth Management is 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.
Job Description
The Client Experience Specialist is a key role in creating a welcoming environment for clients and supporting the office. The job involves a mix of client-facing, administrative, and behind-the-scenes responsibilities, including supporting the front desk, greeting clients, answering phone calls, and managing client records.
Requirements
- High school diploma or equivalent
- 2-3 years of experience in an administrative or office support role; financial services experience is a plus
- Comfort using Microsoft Word, Excel, Outlook, CRM systems, and basic office technology
- Strong organizational skills and attention to detail
- Clear, professional communication skills
- A client-first mindset and respect for confidentiality
- A collaborative, team-oriented approach to work
Benefits
- Medical Plans
- Health & Wellness Accounts
- Dental Coverage
- Vision Insurance
- Life & AD&D Insurance
- Disability Coverage
- 401(k) with Company Match
- Paid Time Off
- Additional Leave and Time Off Benefits
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Warehouse Club Memberships
- Savant Swag Allowance
