Client Services Associate - Birmingham, AL
Savant Wealth ManagementBirmingham, Alabama, United States
Posted March 13, 2026
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
Join our Birmingham Client Services Team as a Client Services Associate, supporting clients and advisors in a fast-paced, client-focused environment.
Requirements
- Bachelor's or Associate's Degree from accredited college or university
- 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
- High level of confidentiality
- Team player, collaborative, able to work with and through others
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Dress Code
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks