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.