Client Success Associate - Financial Services
Savant-Wealth-Management-
Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience. You will collaborate with Advisors, manage reports in Salesforce, and prepare meeting materials while maintaining organized paperwork in a fast-paced, relationship‑driven environment. #J-18808-Ljbffr Savant-Wealth-Management-
Vacancy posted 1 day ago
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