Job Description

Job Location Atlanta GA - Atlanta, GA 30350 Position Type Full Time Job Shift Day The steady presence that keeps the office running—and clients feeling cared for.
The Client Experience Specialist is often the first person clients see, the first voice they hear, and the person quietly making sure everything is ready before the day begins. This role plays an important part in how Savant shows up for clients and for each other.
If you’re someone who notices details, enjoys helping people, and takes pride in creating an organized, welcoming environment, this role will feel meaningful. It’s a great fit for someone who likes variety, works well with others, and understands that great client experience is built through a hundred small, thoughtful actions.
What you’ll be responsible for:
You’ll work closely with the Client Services Team to support the office, prepare for client meetings, and keep daily workflows moving smoothly. Your work will include a mix of client-facing, administrative, and behind-the-scenes responsibilities, such as:
Supporting the front desk and office

• Serving as backup for reception and other Client Experience Specialists
• Greeting clients and visitors and helping them feel comfortable from the moment they arrive
• Answering and directing incoming phone calls professionally
• Making sure conference rooms, common spaces, and the lobby are clean, organized, and client-ready
• Opening and closing office procedures, including phones and secure document handling

Preparing for client meetings

• Assembling annual review and client meeting packets
• Assisting with beneficiary form updates and related documentation
• Scheduling and coordinating meetings at the request of Client Services Associates or regional leadership

Managing client records and documents

• Scanning and digitizing client documents with accuracy and care, following compliance standards
• Supporting document-related projects tied to firm growth and acquisitions
• Assisting with quality control and organization of electronic client records

Supporting systems and daily workflows

• Helping administer the MySavant client portal and troubleshooting basic issues
• Creating and maintaining the office master calendar and confirming next-day appointments
• Processing incoming checks across custodians and reviewing deposits for accuracy
• Maintaining accurate client information in Salesforce and related systems

General administrative and team support

• Preparing, printing, binding, and mailing client and team materials
• Processing client gift requests
• Managing mail, shipping, and office supply inventory
• Supporting local client and team events, including planning and setup
• Assisting with Zoom meeting setup and troubleshooting
• Coordinating with building management and vendors as needed
• Stepping in to support teammates and special projects when needed

No two days are exactly the same, and teamwork is essential. When things get busy, everyone helps.

A couple things to note about our Client Experience Specialist:

• This position is based in our Atlanta, GA office at 400 Northridge Road, Atlanta, GA 30350
• This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

What we’re looking for:
We’re looking for someone who is reliable, detail-oriented, and genuinely enjoys supporting others.

• High school diploma or equivalent
• 2-3 years of experience in an administrative or office support role; financial services experience is a plus
• Comfort using Microsoft Word, Excel, Outlook, CRM systems, and basic office technology
• Strong organizational skills and attention to detail
• Clear, professional communication skills
• A client-first mindset and respect for confidentiality
• A collaborative, team-oriented approach to work

Why this role matters:
The Client Experience Specialist helps create the environment where great client relationships can thrive. When this role is done well, clients feel welcomed, advisors feel supported, and the office runs smoothly. It’s steady, meaningful work—and it makes a real difference every day.
Why Join Us?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality. Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve. Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks:
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $46,000 - $60,000.However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, 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.