Savant Wealth Management · 12 hours ago
Client Services Associate - Lancaster, PA
Lancaster, PA
Full-time
Onsite
Entry, Mid Level
$57K/yr - $70K/yr
2+ years expSavant Wealth Management is a trusted advisor in the financial services sector, seeking a Client Services Associate for their Lancaster, PA office. The role involves providing personalized support to clients, assisting advisors, and ensuring a welcoming office environment.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Serve as the first point of contact for clients and visitors in our Lancaster office
Support Advisors by preparing client paperwork, reports, and meeting materials
Coordinate meetings, manage calendars, and confirm appointments
Process account openings, transfers, and service requests accurately and efficiently
Maintain and update client records and documentation in Salesforce
Navigate custodial platforms and clearly explain processes to clients
Proofread and review documents to ensure accuracy and compliance
Professionally manage incoming calls and client inquiries
Prepare for and support client meetings, reviews, and local events
Maintain organized, welcoming conference rooms and shared spaces
Collaborate with teammates and provide backup support as needed
Manage mail, shipments, and office supply inventory
Support daily office opening and closing procedures
Maintain calendars, call logs, and meeting reports
Assist with client communications and thoughtful outreach, including sympathy touches
Support local marketing and client engagement events
Contribute to special projects and operational initiatives
Qualification
Required
Bachelor's or Associate's Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
Critical thinking, organized, detail-oriented, and able to multitask
Client first attitude
Effective written and verbal communication skills
Position requires a high level of confidentiality
Team player, collaborative, able to work with and through other
Benefits
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.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
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.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase