Client Services Associate - St. Paul, MN

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to extract content from posting. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "All applicants must be authorized to work..." etc? That's legal/EEO? It's about work authorization; might be considered boilerplate. Probably remove. Also "We are not accepting unsolicited resumes..." remove. Also "The above statements..." remove. Also "Savant Capital LLC, is an Equal Opportunity Employer" remove. We need to preserve substantive info: description of role, responsibilities list, qualifications, benefits, pay range, schedule info (location, work model, flexibility, transportation). Also "What Sets Savant Apart" maybe could be part of About the role or separate section? Could be "About the company" but not in list. We could put under "About the role" or maybe "Company Overview". But only allowed headings are those listed. We could put company info under "About the role" as prose. We need sections: About the role (intro paragraph), Responsibilities (list), Requirements (maybe combine qualifications?), Qualifications (list), Skills (maybe list of skills), Benefits (list), Pay (salary range), Schedule (location, work model, flexibility, transportation). Must not create sections with filler like "commensurate with experience". We have specific pay range: $60,000 - $85,000 annually. So Pay section. Schedule: we have location info, work model (primarily in-office), flexibility (possible hybrid 4 days in-office 1 day remote after training), transportation (reliable transportation important). So we can put that under Schedule. Benefits: list core benefits, financial & long-term rewards, time away & flexibility, well-being & everyday perks. We need to preserve all substantive info; we can combine into a single Benefits section with sub-lists? Use

• for any list of duties/requirements/benefits. Could nest? Probably just flat list items; we can include multiple
  under heading. Qualifications: list bullet points. Skills: maybe list of skills like proficiency with Microsoft Office, CRM, attention to detail, etc. Could be separate. Responsibilities: list bullet points from "In this role, you can expect to focus in the following areas:" and also the bullet list after that. Let's extract responsibilities: - Serving as a primary point of contact for clients, prospects, and visitors with professionalism and warmth - Building strong relationships while supporting advisors and helping clients navigate requests, paperwork, and service needs - Preparing client meeting materials, reports, account paperwork, and transfer documentation - Coordinating client appointments, scheduling meetings, and helping ensure every interaction is seamless - Supporting account opening and onboarding activities for prospective and existing clients - Utilizing Salesforce and other technology tools to maintain accurate client records and document interactions - Working closely with custodians, advisors, and internal teams to resolve client questions and service requests - Assisting with office operations, client events, and maintaining a welcoming environment for clients and guests - Managing multiple priorities while maintaining a high level of accuracy, organization, and confidentiality Also earlier description: guiding clients through account paperwork, coordinating meetings, problem-solving, ensuring every detail handled with care. Could be included but maybe duplicate. We'll keep the list. Qualifications bullet list: - Associate's or Bachelor's degree highly preferred - 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field - Previous experience within an RIA or advisor support environment highly preferred - Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus) - Exceptional attention to detail and organizational skills - Ability to manage multiple priorities and adapt in a fast-paced environment - Strong verbal and written communication skills - High degree of professionalism, confidentiality, and client focus - Team-oriented mindset with a willingness to support colleagues and contribute wherever needed Skills could be similar to qualifications but maybe separate: maybe list of skills like communication, organization, Salesforce, etc. But we could combine qualifications and skills; but we need to follow instruction: use headings only when posting has real specific content for it. We have both qualifications and skills content; we can make Skills heading and list skills like: proficiency with Microsoft Office, CRM/Salesforce, attention to detail, organizational skills, communication, professionalism, confidentiality, teamwork. However that duplicates qualifications. Might be okay but risk of thin section. Better to combine qualifications and skills into one section? But headings list includes both Qualifications and Skills. We could put qualifications under Qualifications, and skills under Skills (maybe overlapping). To avoid filler, we need actual content for each. We can extract skills from the posting: "Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus)", "Exceptional attention to detail and organizational skills", "Ability to manage multiple priorities and adapt in a fast-paced environment", "Strong verbal and written communication skills", "High degree of professionalism, confidentiality, and client focus", "Team-oriented mindset". Those are skills. So we can put those under Skills. Qualifications: education, years experience, RIA experience. That seems distinct. Thus: Qualifications: - Associate's or Bachelor's degree highly preferred - 2+ years of client service, administrative support, or operations experience within financial services, wealth management, banking, insurance, or a related field - Previous experience within an RIA or advisor support environment highly preferred Skills: - Strong proficiency with Microsoft Office applications and CRM systems (Salesforce experience is a plus) - Exceptional attention to detail and organizational skills - Ability to manage multiple priorities and adapt in a fast-paced environment - Strong verbal and written communication skills - High degree of professionalism, confidentiality, and client focus - Team-oriented mindset with a willingness to support colleagues and contribute wherever needed Now Benefits: need to list all benefits mentioned. From "Our Total Rewards": market-based compensation, base salary range $60k-$85k (Pay). Additional incentive compensation. Core Benefits (Effective Day One): - 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 Financial & Long-Term Rewards: - 401(k) with company match (Roth and Traditional options) - Team-based incentive opportunities and recognition programs Time Away & Flexibility: - Generous paid time off plus paid holidays - Annual Savantiversary day - Summer Hours (shorter work weeks during the summer) - Parental leave, personal leave, and other life-event support Well-Being & Everyday Perks: - Employee Assistance Program (EAP) - Wellness reimbursements - Flexible "Dress for Your Day" approach We can combine into a Benefits section with subheadings? Not allowed; only

  headings. Could just list all items in a single

  . That's okay. Pay: base salary range $60,000 - $85,000 annually. Also mention additional incentive compensation based on responsibilities and performance. We'll include that. Schedule: location, work model, flexibility, transportation. Location: Currently based in our St. Paul office at 2250 Town Square Tower, 445 Minnesota Street. Our team plans to relocate to Eagan, MN before the end of the year. Work Model: This is primarily an in-office position. We believe strong collaboration and exceptional client service start with being connected to your team. Flexibility: Once fully trained and successfully onboarded, there may be an opportunity to work a hybrid schedule of 4 days in-office and 1 day remote. Transportation: Reliable transportation is important as the position requires regular in-office attendance. We'll put these as list items under Schedule. Now About the role: intro paragraph(s) before responsibilities. Let's capture: "Are you the type of person who genuinely enjoys helping others, building relationships, and being the go-to person when clients or teammates need support? Savant Wealth Management is looking for a Client Services Associate to join our growing team in the Twin Cities. This is an opportunity to become a trusted partner to both clients and advisors, playing a critical role in delivering an exceptional client experience. From guiding clients through account paperwork to coordinating meetings, problem-solving, and ensuring every detail is handled with care, you'll help create the high-touch service that sets Savant apart. We're seeking an experienced, client-focused professional who thrives in a collaborative environment, enjoys staying organized in a fast-paced setting, and takes pride in making a meaningful impact on both clients and teammates every day." We can put that as prose under About the role. Now ensure we don't include boilerplate like "All applicants must be authorized to work..." etc. Remove. Also remove "Take your career to new heights, apply today!" (application instruction). Remove. Now produce HTML fragment:

  About the role

  ...

  Responsibilities

  • ...
  ...

  Qualifications

  ...

  Skills

  ...

  Benefits

  ...

  Pay

  ...

  Schedule

  ...
  Make sure no empty sections. Now craft the content precisely. Let's write About the role paragraph:

  Are you the type of person who genuinely enjoys helping others, building relationships, and being the go-to person when clients or teammates need support? Savant Wealth Management is looking for a Client Services Associate to join our growing team in the Twin Cities. This is an opportunity to become a trusted partner to both clients and advisors, playing a critical role in delivering an exceptional client experience. From guiding clients through account paperwork to coordinating meetings, problem‑solving, and ensuring every detail is handled with care, you'll help create the high‑touch service that sets Savant apart. We're seeking an experienced, client‑focused professional who thrives in a collaborative environment, enjoys staying organized in a fast‑paced setting, and takes pride in making a meaningful impact on both clients and teammates every day.

  Now Responsibilities list as above. Now Qualifications list. Now Skills list. Now Benefits list: combine all items. Let's list: - 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 paid holidays - Annual 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 - Flexible "Dress for Your Day" approach Now Pay:

  The expected base salary range for this role is $60,000 – $85,000 annually. Actual compensation is determined individually based on relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

  Now Schedule list: - Location: Currently based in our St. Paul office at 2250 Town Square Tower, 445 Minnesota Street. Our team plans to relocate to Eagan, MN before the end of the year. - Work Model: This is primarily an in-office position; we believe strong collaboration and exceptional client service start with being connected to your team. - Flexibility: Once fully trained and successfully onboarded, there may be an opportunity to work a hybrid schedule of