About this role
Client Services Associate - Old Lyme, CT at Savant. Location: Old Lyme, Connecticut, United States. Role: supporting advisors, managing paperwork, coordinating meetings Requirements: 2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills. Category: Finance Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Onsite Languages: English