Client Services Associate - Lincolnshire, IL
Savant Wealth ManagementIllinois, United States
Posted April 28, 2026
57000 - 76000
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 Client Services Team as the friendly, detail-driven powerhouse who keeps advisors and clients connected and supported. If you thrive on juggling tasks, delivering exceptional service, and making a lasting impression in a dynamic financial services setting, this role is made for you. The Client Services Associate is responsible for providing support to both Advisors and clients, managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation.
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
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