Wealth Management Specialist, Sr. jobs in Wilmington, DE

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:

• 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 in order to complete both client and internal requests.
• Serves as back up to Client Service Assistant, Client Services Representative II’s and Client Services Representative III’s.
• Maintains team approach by assisting and filling in for others.

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:

• High School Diploma; Associate Degree or Bachelor’s 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

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer