Client Services Representative / Office Administrator - Madison, WI

Are You a People-Person with a Passion for Financial Services?

Join our dynamic Client Services Team as a Client Services Representative I/Office Administrator! In this role, you'll be the go-to liaison between advisors and clients, ensuring seamless communication, handling important client requests, and keeping everything running smoothly behind the scenes. If you're ready to bring your financial services expertise to a collaborative, client-focused team, apply today!

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.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Representative 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 Savants unique philosophies.
• Manages client informationprepares 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 Is, Client Services Representative IIs and Client Services Representative IIIs.
• Maintains team approach by assisting and filling in for others.

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

• This position will be based in our Madison, WI office located at 1200 John Q. Hammons Drive, Suite 101A Madison, WI 53717
• This will be a fully in-person position.
• Typical office hours are Monday - Friday 8:00am - 5:00pm

The Client Services Representative position typically requires the following qualifications:

• High School Diploma; Associate Degree or Bachelors Degree preferred
• 2-5 years of experience 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
• Must be organized, detail-oriented, and able to multitask
• Client first attitude
• Effective written and verbal communication skills
• Team player, collaborative, able to work with and through others

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing whats right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the Savant Way. We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

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 nationally is $51,700 - $69,100. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package 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 youre 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 Fridays.
• Personal Leave: Dont stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 weeks for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• 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: Be celebrated with 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.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.