Client Services Associate

The Client Services Associate at Savant serves as the primary point of contact for clients and a key partner to Advisors in a fully onsite, client-facing role based in Middletown, RI. This position focuses on delivering exceptional client experiences by managing account paperwork, maintaining accurate records in Salesforce, and coordinating client requests and meetings. The role requires strong organizational skills, proficiency with custodial platforms like Schwab or Fidelity, and a collaborative mindset within a values-driven wealth management team.