Client Experience Specialist

If you thrive on making people feel welcome, keeping things running smoothly, and staying flexible to meet the needs of the day, join us as a Client Experience Specialist and be the heartbeat of our front desk and client interactions.

As a key member of the Client Services Team, the Client Experience Specialist (CES) plays a vital role in ensuring smooth office operations and delivering exceptional client experiences. Duties may include but are not limited to professionally answering and directing telephone calls, greeting, and seating our clients, scheduling meetings, maintaining calendars, assisting with general office tasks, collaborating with team members in preparing client reports, and serving as a trusted resource to assist employees, clients, and visitors.  In addition, may oversee daily report and meeting packet workflow and process incoming check deposits, all while maintaining a positive attitude and client-centric approach with a keen eye for details.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Experience Specialist can expect to focus in the following areas:

Front Desk/Office Support

• Serve as primary back-up to Receptionists and other Client Experience Specialists
• Professionally answer and direct incoming telephone calls
• Professionally greet and assist visitors in support of other team members                  
• Ensure conference rooms and lobby areas meet Savant standards (stock necessary supplies, appropriate cleanliness and visually welcoming)
• Execute opening and closing procedures for phones and doors.
• Shredding of client documents as directed

Client Meeting Preparation

• Prepare annual review meeting packets
• Assist with beneficiary form updates
• Schedule and organize meetings as requested by the CSAs or Regional Manager

Client Record/Document Scanning

• Accurately scan and digitize vital client documents, ensuring quality of images, correct nomenclature, and adherence to regulatory and compliance procedures
• Assist with scanning projects related to M&A partners, as needed
• Assist with requests related to folder additions, quality control reviews, etc.

Client Portal Administration

• Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems.

Administrative Support

• Provide support to Client Services Associates.
• Create Office Master Calendar.
• Confirm next day appointments.
• Process incoming checks across all custodians and review deposits prepared by other team members for accuracy prior to processing.
• Utilize technology to perform a variety of tasks including navigating Salesforce for client information.
• Process requests for client gifts.
• Prepare and print materials for team and client use.
• Open and sort incoming mail.
• Prepare and process UPS shipments an order UPS supplies.
• Assemble, print, and/or bind client reports for meetings or mailings.
• Inventory office supplies, and order supplies as needed.
• Assist in coordinating RSVPs, set up, and planning for all local client or team events.
• Serve as a liaison with property management vendors for facilities issues.
• Coordinate various projects as needed.
• Maintain team approach by assisting and filling in for others when necessary.
• Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSA and client as needed.
• Check conference rooms and lobby for cleanliness, which would include upkeep of common / shared office space areas.
• Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation.
• Administration and troubleshooting of Zoom presentations/meetings.
• Perform other duties as requested.

A couple things to note about our Client Experience Specialist position:

• This is a full-time hourly position working Monday – Friday 8:30am-5pm.
• The role is fully in-person and located in our Atlanta, Georgia office.

The Client Experience Specialist position typically requires the following qualifications:

• High School Diploma or equivalent
• 2-3 years proven success in an administrative support function, preferably in the financial industry.
• Proficiency in Word, Excel, Outlook, and CRM software

Why Join Us?

• Our Vision: Transform personal and financial dreams into goals and goals into reality.
• Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
• We are a team with distinct backgrounds and diverse views.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $46,000 - $60,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours. 
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.