Client Services Associate - Freeport, IL
Savant Wealth Management
- Salary
- $57k - $85k
- Experience
- 2+ yrs
- Location
- Freeport, Illinois, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- CRM
- Salesforce
About the role
2+ years client service or administrative support in financial services; experience with Schwab or Fidelity custodial platforms preferred; bachelor's or associate degree preferred; proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software; strong organization and communication skills.
About Savant Wealth Management
Fee-only, employee-owned wealth management firm providing investment, tax, estate, and financial planning for individuals, families, and institutions.
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