As a member of the Client Services Team, the Client Services Representative I/Office Administrator is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.

The Client Services Representative / Office Administrator can expect to focus in the following areas:

• Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and clients as needed.
• Meets routine client needs in a timely manner and has a basic understanding of Savant’s unique philosophies.
• Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
• Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
• Proofreads reports, documentation, and electronic data for errors.
• Assembles materials for client meetings.
• Utilizes Salesforce to complete both client and internal requests.
• Professionally answers and directs incoming telephone calls.
• Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
• Assists in coordinating RSVPs, planning, and set-up for events in area.
• Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
• Receives and logs mail and packages and prepares mailing and UPS shipments for office.
• Inventories, orders, and processes office supplies.
• Executes opening and closing procedures for office.
• Serves as back up to Client Service Assistant, Client Services Representative I’s, Client Services Representative II’s and Client Services Representative III’s.
• Maintains team approach by assisting and filling in for others.

A couple things to note about our Client Services Representative / Office Administrator:

• This position is based in our Middleton office on the west side of Madison at 8401 Greenway Boulevard, Suite 212 Middleton, WI 53562.
• This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

The Client Services Representative / Office Administrator position typically requires the following qualifications:

Here are a few of our must haves:

• An associate degree from an accredited college or university; Bachelor’s degree preferred
• 2-5 years of proven success and tenure in a client services/administrative support function in the field of financial services, banking, or insurance
• You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
• You will be process oriented, organized, detail-oriented, and able to multitask.
• You always maintain a client first attitude
• You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization
• You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Here are some skills that are helpful in your success:

• You are a self-motivated, customer service oriented, energetic, resourceful, and eager to learn person
• You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
• You will have a proven track record for solid attendance in your previous work experiences.
• You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications
• You enjoy contributing to the overall effectiveness of the client services team by assisting with various projects and filling in for others as needed

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