About this role
Client Services Associate - Atlanta, GA at Savant Wealth Management. Location: Atlanta, Georgia, United States. Role: client support, schedule meetings, maintain records Requirements: Bachelor’s/Associate’s degree preferred; 2+ years client services in financial services; proficiency with Word/Excel/PowerPoint/Outlook/CRM; strong communication; confidentiality; team player. Category: Customer Service Seniority: Mid Level Tools: CRM, Salesforce, Microsoft Word, Microsoft Excel, PowerPoint, Outlook Commitment: Full Time Workplace: Onsite Languages: English