Hiring: Client Services Associate - Wellesley, MA Company: Savant Wealth Management Location: Wellesley Hills, MA Job Posted Time: 2026-09-11 13:11:47 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Salesforce, Wealth Management About the job Experience: •2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment. Required Skills: •As a Client Services Associate at Savant, you will be a trusted first point of contact for clients and an essential partner to our Advisors. •Help keep a close-knit Wellesley office running smoothly while coordinating client requests, maintaining accurate information, and making every interaction feel polished and personal. Qualifications: •Bachelor's or associate degree preferred. An equivalent combination of education and work experience will be considered. •Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software. Salesforce experience is a plus. •Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing follow-through. •Clear, professional written and verbal communication with a client-first approach. •Sound judgment and discretion when handling confidential client information. •A collaborative, proactive mindset and a willingness to help wherever the team needs support. •Collaborative, integrated model across advisory, tax, and planning, with 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. Compensation: •$65,000 - $98,000 / year •Flexible work environment (work from home / hybrid options) •Medical, dental, and vision coverage with multiple plan options Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!