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Added 1 min ago
Sr Software Engineer (Product Engineering Background)
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Software Engineer (Product Engineering Background)…
Added 1 min ago
Senior Product Management Director
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Management Director based in United States.
Added 1 min ago
J
Corporate Accounting Manager
Jobgether
Remote, United States
- $95,000 to $130,000 USD / year
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Corporate Accounting Manager based in the United States.
Added 1 min ago
Sr State Product Analyst
Nationwide Mutual Insurance Co.
Remote, United States
As State Management Sr Analyst, you’ll provide analytical support and project leadership to help State Managers achieve strategic goals. With limited oversight, you’ll gather, compile, and…
Added 1 min ago
Sr Consultant, Software Engineering - Forward Deployed Engineering
Nationwide Life and Annuity Insurance Co
OH · AZ · IA
The Senior Consultant, Software Engineering (Forward Deployed Engineering) leads the design, development, deployment, and continuous improvement of complex AI solutions that address…
Added 1 min ago
Consultant, Software Engineer - Platform Engineering
Nationwide Life and Annuity Insurance Co
OH · AZ · IA
The Consultant, Software Engineering supports the design, development, operation, and continuous improvement of reusable enterprise AI platforms and services that help teams deliver trusted…
Added 1 min ago
Consultant, Software Engineer - Forward Deployed Engineering
Nationwide Life and Annuity Insurance Co
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Education: Undergraduate studies in computer science, management information systems, mathematics, or related field are strongly preferred.
Added 1 min ago
Senior Retirement Specialist
Nationwide Life and Annuity Insurance Co
MO
…requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and…
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Strategic Pricing Lead, TA
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…stronger processes, advanced tools and disciplined performance management. It will partner across pricing, sales, operations, supply, trading, finance, technology, data and analytics, while…
Added 9 mins ago
PT CUSTOM FRAMER WILL TRAIN
Michaels
MIDDLETOWN, DE
Manage and execute the inventory management processes as assigned
Added 9 mins ago
Lead Product Owner - Edge
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Dover, DE
Represent stakeholder and customer needs throughout discovery design development validation launch and lifecycle management
Added 9 mins ago
Senior Product Manager, Value realization
Humana
Dover, DE
Delivery Execution: Proven ability to translate needs into clear requirements and partner with development teams to ship - backlog management, user stories, and acceptance criteria.
Added 9 mins ago
Lead Product Manager, Next Best Action Use Case Management
Humana
Dover, DE
In partnership with the Director, Product Management, you will own the product strategy portion of the product portfolio lifecycle - to include vision, strategy, discovery, roadmap, and…
Added 9 mins ago
Lead Product Manager, Value realization
Humana
Dover, DE
…business questions into a coherent measurement approach and partner closely with data science, analytics, engineering, and business stakeholders to deliver trusted, decision-ready…
Added 18 mins ago
SA
Enterprise SCM Category Manager
Southwest Airlines Co.
Dallas, TX
- $98,650 to $109,600 USD / year
…strategic sourcing, negotiation, contracting, and supplier management across critical areas of the business, helping Southwest maximize the value of our spend. You’ll partner with internal…
Added 24 mins ago
M
Warehouse Area Manager
Manpower
Bristol, PA
- $32 to $33 USD / hour
Create a positive, engaged work environment focused on teamwork, accountability, and employee development.
Added 25 mins ago
Principal Manager, Customer Experience & Customer Service Operations
MTC
San Francisco, CA
…Customer Service Center (CSC), which provides customer account management, transaction processing, contact center operations, web services, payment processing, customer communications, and…
Added 25 mins ago
Global Solutions Advisor (Account Executive)
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United States
You will work closely with Marketing and Business Development while owning the full sales cycle and building trusted relationships with organizations navigating the future of work.
Added 28 mins ago
Senior GL Claims Advocate - PA or TX
American Global LLC
Berwyn, PA
Partner with client legal counsel on coverage, claims and strategy for settlement
Added 29 mins ago
Staff Analytics Engineer
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Staff Analytics Engineer based in United States.
Added 29 mins ago
Senior Security Consultant
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Security Consultant based in United States.
Added 29 mins ago
Senior GRC Consultant
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior GRC Consultant based in United States.
Added 29 mins ago
Senior Full Stack Engineer
Jobgether
Remote, United States
Strong proficiency in TypeScript and React, with a solid understanding of modern frontend architecture, development patterns, and state management.
Added 29 mins ago
Senior AI Content Specialist
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior AI Content Specialist based in United States.
Added 29 mins ago
Senior / Staff SWE - Backend (Grader)
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior / Staff Software Engineer - Backend (Grader) based…

Savant

Client Services Associate - Middletown, RI

Middletown, RI, United States

The expected base salary range for this role is $57,000 to $85,000.

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Job details

Pay: The expected base salary range for this role is $57,000 to $85,000.
Posting language: English
Posted: Nov 2, 2026

Original job description

Be the person clients remember and the team counts on.

A great client experience is built in the details: a call returned, paperwork completed accurately, a meeting prepared thoughtfully, and a question made simple. As a Client Services Associate at Savant, you will be a trusted first point of contact for clients and an essential partner to our Advisors. You will help keep a close-knit Middletown, RI office running smoothly while coordinating client requests, maintaining accurate information, and making every interaction feel polished and personal.

This could be a strong next step if you already know the pace and precision of wealth management and want to bring that experience to a collaborative, values-driven team. We are especially interested in candidates with registered investment adviser experience and familiarity with Schwab or Fidelity custodial platforms.

In this role, you can expect to focus in the following areas:

Own the client experience from the first call or office greeting through timely follow-up and resolution.
Partner with Advisors to schedule meetings, prepare reports and materials, confirm appointments, and complete post-meeting requests.
Prepare, submit, and track account-opening, transfer, and other client paperwork with accuracy and urgency.
Maintain complete, current client records in Salesforce and document client interactions and requests.
Navigate custodial relationships and help clients move through complex processes in a clear, approachable way.
Anticipate routine office needs, including phones, visitors, mail, supplies, shared spaces, and local client events.
Proofread reports and electronic data, troubleshoot issues, and follow commitments through to completion.
Step in for teammates when needed and contribute to a responsive, collaborative Client Services team.

A couple things to note about our Client Services Associate position:

Position location: Middletown, RI. Our office is located at 747 Aquidneck Avenue.
Work model: This is a fully onsite, client-facing role. Reliable, consistent presence in the office daily is essential.

• Typical working hours: Monday through Friday, 8:30 a.m. to 5:00 p.m.

• Commute: Candidates should be able to maintain a reliable commute to the Wellesley office, including during peak traffic and winter weather.

• Team environment: You'll become part of a friendly, relationship-driven team that values connection, collaboration, and having fun while doing meaningful work. We enjoy celebrating successes together, supporting one another, and creating an environment where clients and team members feel genuinely welcomed. Honesty, dependability, and a willingness to pitch in are highly valued.

Qualifications

The Client Services Associate position typically requires the following qualifications:

2+ years of proven success in client service or administrative support within financial services, preferably in an RIA or wealth management environment.
Experience with Schwab or Fidelity custodial platforms is strongly preferred.
Bachelor's or associate degree preferred. An equivalent combination of education and work experience will be considered.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software. Salesforce experience is a plus.
Strong organization, critical thinking, attention to detail, and the ability to manage several priorities without losing follow-through.
Clear, professional written and verbal communication with a client-first approach.
Sound judgment and discretion when handling confidential client information.
A collaborative, proactive mindset and a willingness to help wherever the team needs support.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning, with no silos.
Growth-oriented firm offering meaningful opportunities for career development and long-term impact.
Values-driven culture grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership.
Majority employee-owned, giving our team a shared stake in our long-term success.

Our Total Rewards

At Savant, we invest in our people, supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $57,000 to $85,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match, including Roth and Traditional options
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual Savantiversary day
Summer Hours with shorter work weeks during the summer
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements, including gym memberships
Flexible Dress for Your Day approach

We're happy to share more details about our benefits and total rewards during the hiring process.

Ready to make every client interaction count? 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

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More about this job

Skills

Cleaning
Fix meetings
Salesforce
Troubleshoot
Administrative support
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Critical thinking
Attention to detail
Communication skills
Leadership

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