Job Summary
As a member of the Client Services Team, the Client Services Representative is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to preparing client paperwork, initiating, and completing client requests, and contacting clients to schedule meetings. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.
Duties and Responsibilities
The Client Services Representative can expect to focus in the following areas:
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.
The Client Services Representative position typically requires the following qualifications:
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
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