About this opportunity
SAVANT lists this Wealth Client Services Specialist opportunity in wellesley, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.
The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.
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Worksite address
wellesley, MA, 02482, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.