Client Services Associate - South Portland, ME

About the role

If you enjoy building meaningful relationships, staying organized, and delivering exceptional client experiences, we'd love to hear from you. As a Client Services Associate, you'll play a vital role supporting financial advisors and clients by providing front office coverage and helping ensure seamless day-to-day operations.

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 back up to others within Client Services as needed.
• Maintains team approach by assisting and filling in for others as requested.
• 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.

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
• “Savantiversary” day
• 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.