Client Services Associate - Old Lyme, CT

About the role

If you thrive on building relationships, keeping things organized, and creating exceptional client experiences, we'd love to consider you for our Client Services Associate position!

Join a collaborative team where you'll play an important role supporting financial advisors and helping clients navigate key moments with confidence and care—all while building a rewarding career with a growing, employee-owned firm.

Responsibilities

• Provides first line of contact with clients and prospects with a professional approach.
• Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
• Maintains client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
• Serves as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience.
• Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Supports account opening process with Savant for all prospects and clients in a seamless way.
• Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
• Facilitate completion of all client applications and transfer documents.
• Proofreads reports, documentation, and electronic data for errors.
• Assembles materials for client meetings.
• Utilizes Salesforce to complete both client and internal requests.
• Professionally answers and directs incoming telephone calls.
• Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
• Aids in coordinating RSVPs, planning, and set-up for events in area.
• Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
• Serves as back up to others within Client Services as needed.
• Maintains team approach by assisting and filling in for others as requested.

Qualifications

• 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.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos.
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact.
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.
• Majority employee-owned, giving our team a shared stake in our long-term success.

Perks

• Medical, dental, and vision coverage with multiple plan options.
• Health Savings Account (HSA) or Flexible Spending Account (FSA).
• Company-paid life insurance, AD&D, and disability coverage.
• 401(k) with company match (Roth and Traditional options).
• Team-based incentive opportunities and recognition programs.
• Generous paid time off, plus at least 10 paid holidays.
• Summer Hours (shorter work weeks during the summer).
• Parental leave, personal leave, and other life-event support.
• Employee Assistance Program (EAP).
• Wellness reimbursements (e.g., gym memberships).
• Flexible “Dress for Your Day” approach.

Pay

The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location.

Schedule

The schedule for this role is Monday - Friday 8:00am - 5:00pm.