Savant
The Client Services Associate serves as the trusted first point of contact for clients and a key partner to Advisors at Savant, ensuring a polished and personal client experience. This onsite role involves coordinating client requests, maintaining accurate records in Salesforce, and preparing account paperwork with precision. The position requires a collaborative professional who thrives in a values-driven wealth management environment.
Headquarters
Hyannis, Massachusetts, United States
Company Size
201-500 employees
Founded
2005
Savant is a smart home and energy technology company that develops premium home automation systems, including lighting, climate, entertainment, security, and power management solutions. The company serves residential and commercial customers through integrated hardware, software, and professional installation services. Savant operates in the home automation, smart technology, and energy management industry.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Savant.
8% below the average for this role