Client Services Associate - Doylestown, PA
Savant Wealth ManagementPennsylvania, United States
Posted May 1, 2026
57000 - 76000 USD
Full Time
About the Company
Savant Wealth Management is a registered investment advisory firm based in Rockford, Illinois, offering a full suite of wealth‑management services including investment management, financial planning, retirement and qualified retirement planning, trust and estate services, tax and consulting, philanthropic planning, cash flow management, and family wealth transfer. Their mission is to help clients achieve their ideal future—whether that involves starting or selling a business, traveling the world, or enjoying a comfortable retirement—by providing unbiased, client‑centric advice. Savant distinguishes itself through a continuous process refinement that tailors solutions to each client’s evolving needs, and a long‑term partnership model that supports families throughout their financial journeys. The firm’s holistic approach integrates investment strategy with estate, tax, and philanthropic planning, ensuring a comprehensive roadmap to wealth preservation and growth.
Job Description
Join our Doylestown, PA Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors by ensuring smooth day-to-day operations and delivering exceptional service.
Requirements
- 2+ years of proven success in a client services/administrative support function in financial services.
- Bachelor's degree or Associates degree preferred.
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
