Client Services Associate - Wellesley, MA

Savant Wealth Management
Any Location, MA
Category Customer Service
Job Description
We’re looking for a detail-oriented, client-focused Client Services Associate who’s ready to play a key role in delivering a seamless, high-touch client experience. Experience with Schwab, Fidelity, and Salesforce is strongly preferred.

Requirements

  • Bachelor’s or Associate’s Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

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
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