Client Service Associate (Santa Fe, NM)
Core
Provides high-quality administrative support to Financial Advisors and clients, handling scheduling, account opening, transaction processing, and client reporting.
Role type
Client Service Associate (Administrative Support)
Builds
Client accounts, financial reports, and administrative workflows for Financial Advisors
Domain
Financial Services / Securities
Required skills
Client Relationship Management (CRM) software, Microsoft Excel, financial transaction processing, client account opening, business report preparation, office equipment operation, data analysis, time management, customer service
Preferred skills
Securities industry experience, investment concepts knowledge, financial market regulations
Technologies
CRM software, Excel, internal databases
Responsibilities
Schedule meetings with clients, process client financial transactions, open new client accounts, prepare client reports and letters, maintain client records and files, assist with marketing events
Seniority
Entry-level, individual contributor