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Wealth Client Experience Specialist

Savant

Savant Capital, LLC is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors in a busy Freeport, IL office. This onsite, client-facing role emphasizes accuracy, organization, and a client-first approach.

You will help move complex requests smoothly while maintaining polished, professional communication. The role demands 2+ years in client service within financial services, familiarity with custodial platforms, and proficiency in Microsoft

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Vacancy posted 1 day ago
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