Job Details
Job Location
Birmingham AL - Birmingham, AL
Position Type
Full Time
Job Shift
Day
As a member of the Client Services Team, the Client Services Representative II (CSR II) is responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems while maintaining a positive and client centric approach. A CSR II also has experience and ability to coordinate services for high-net worth families and foundations.
The Client Services Representative II can expect to focus in the following areas:

• Provides first line of client contact to high-net worth clients with complex AUM.
• Proactively communicates with clients.
• Troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed.
• Supplement Advisors through effective communication with clients of Savant philosophy, planning and processing rudimentary investment comment as well as Savant’s unique position in several other areas.
• Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM.
• Operate computer to perform a variety of tasks including populating and maintaining CRM Database information regarding clients and document client contacts.
• Assemble materials for Review Meetings.
• Often acts as liaison to outside custodians and third party vendors as well as other outside professionals such as accountants and attorneys as necessary.
• Facilitate completion of all client applications and transfer documents.
• Conduct client paperwork signing meetings with clients.
• Proof read reports; Check documentation and electronic data for errors.
• Prepare procedures for tasks and maintain procedure manual.
• Collect and organize specialized reports for management.
• Input advisor and appropriate non-advisor dictation.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.

A couple things to note about our Client Services Representative II:

• This position requires in office support out of our Birmingham office, 4 days per week, with the flexibility to work remote on Friday's.
• The Birmingham office schedule is Monday through Thursday, 8:00AM – 5:00PM, and on Friday’s 8:00AM – 3:00PM.
• For this role, you will need reliable transportation.

The Client Services Representative II position typically requires the following qualifications:

• Associate degree from an accredited college or university; Bachelor degree preferred
• Must have a stable work history combined with 3-5 years proven success in an administrative support function in an investment environment
• Must hold Financial Paraplanner Qualified Professional designation or other investment related designation
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, Internet
• Must be organized and detail-oriented
• Client first attitude
• Strong communication skills
• Team player, collaborative, able to work with and through others

Why Join Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!Collective Wisdom. We're Better Together.At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
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