Client Services Associate - Westwood, MA

Job DetailsJob Location: Westwood, MA - Westwood, MA 02090Position Type: Full TimeSalary Range: $70,000.00 - $90,000.00 SalaryJob Shift: DayWe’re looking for a detail-oriented, client-focused Client Services Associate to support Advisors and help deliver a strong client experience in our Westwood, MA office. In this role, you’ll assist with client requests, account opening, reporting, and meeting coordination.

 

You’ll serve as a point of contact for clients and prospects while helping keep day-to-day operations organized and running smoothly. This is a great opportunity for someone who’s proactive, organized, and eager to grow within a client service team.

 

 

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 Services Associate can expect to focus in the following areas:

 


Provides first line of contact with clients and prospects with a professional approach; answers and directs incoming calls and supports routine client needs in a timely manner while reflecting Savant’s philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, and maintains accurate, up-to-date records in Salesforce while documenting client interactions and completing client and internal requests.
Supports account opening and facilitates completion of client applications and transfer documents in a seamless manner.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Troubleshoots problems, schedules and organizes meetings, and serves as a liaison between Advisors and Clients as needed.
Prepares for upcoming meetings, including assembling materials, and preparing reports.
Proofreads reports, documentation, and electronic data for errors
Serves as back up to others within Client Services as needed, maintaining a team-first approach by assisting and filling in where needed.


 

 

A couple things to note about our Client Services Associate position:
 


This position is based out of our office in Westwood, MA.
The schedule is Monday – Friday 8:30am – 5:00pm.  
There is an opportunity to discuss a hybrid schedule with your supervisor following the training period (3 days in office, 2 days remote).


 
The Client Services Associate position typically requires the following qualifications:

 


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


 

 

Why Join Us?

 

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. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. 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 clients pursue their ideal future with purpose and discipline.

 

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.

Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership

 

 

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 in the Westwood, MA labor market is $70,000 - $90,000. 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.

 

We also offer a benefits package designed to enhance both your personal and professional life. Below