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Client Services Associate - Atlanta, GA

Savant Wealth Management · Atlanta, Georgia, US

Job Location: Atlanta GA - Atlanta, GA 30350Position Type: Full TimeSalary Range: $57,000. 00 - $76,600.

Job description

Job DetailsJob Location: Atlanta GA - Atlanta, GA 30350Position Type: Full TimeSalary Range: $57,000.00 - $76,600.00Job Shift: DayJoin our Atlanta Client Services Team as a Client Services Associate, where you’ll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This is a great opportunity for someone who thrives in a fast-paced, client-focused environment and enjoys being a reliable, go-to resource for both internal teams and clients. As a member of the Client Services Team at Savant, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach. For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, famili...