Client Services Associate - Middleton, WI

Client Services Associate role at Savant Wealth Management in Middleton, WI. The ideal candidate is organized, calm under pressure, and enjoys helping people. The role supports advisors, clients, and the office, requiring strong communication and organizational skills.

Requirements

• Two or more years of experience in client service, administrative support, or office operations
• Comfort juggling multiple priorities without losing attention to detail
• Strong written and verbal communication skills
• Confidence using Microsoft Office tools and CRM systems
• A client-first mindset and high level of professionalism
• The ability to handle sensitive information with care and discretion

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: ‘Dress for Your Day’
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks: Warehouse club memberships and Savant Swag allowance