What are the responsibilities and job description for the Client Services Associate position at Confidential?
Customer Service Associate – Wealth Management
Location: Santa Fe, NM (Hybrid: In-Office Tuesday–Friday, Remote Mondays)
Employment Type: Full-Time
About Us
We are a boutique financial firm located in the heart of Santa Fe, NM, specializing in personalized wealth management, financial planning, and investment services. As a small, community-driven organization, we pride ourselves on delivering exceptional service to our clients while fostering a supportive, growth-oriented work environment for our team.
If you’re passionate about customer service, thrive in fast-paced environments, and want to grow your career in wealth management, we’d love to hear from you!
Key Responsibilities
- Respond to client inquiries via email, phone, and in-person with professionalism and efficiency.
- Partner with our broker-dealer to ensure accurate account management, compliance, and timely processing of client transactions.
- Manage administrative tasks including document management, client records, workflow software updates, and general office support.
- Handle operational activities such as account openings, deposits/withdrawals, and client account maintenance.
- Assist clients with navigating online account platforms and resolving issues effectively.
- Support team projects aimed at improving office efficiency and client satisfaction.
- Maintain accurate and confidential client records in our CRM and related systems.
- Display emotional intelligence when working with clients, particularly in sensitive situations such as trusts and estate planning.
What We’re Looking For
- A strong client-first attitude with a proven ability to prioritize tasks and manage multiple deadlines.
- High emotional intelligence and an empathetic approach when dealing with clients’ unique situations.
- Strong organizational skills and attention to detail.
- Technical savvy, with proficiency in Microsoft Office and comfort navigating new systems (experience with RedTail, eMoney, or Envestnet is a plus).
- Self-motivated with a proactive mindset and a desire to bring ideas for process improvement.
- The ability to work collaboratively in a small team while independently managing individual responsibilities.
Why Join Us?
- Community-Focused Culture: Be part of a team that gives back through initiatives like coat drives and local partnerships.
- Work-Life Balance: Flexible schedules with remote Mondays and early wrap-ups on Fridays.
- Growth Opportunities: Advance your career by obtaining industry licenses or taking on expanded roles such as financial planning, office management, or operations leadership.
- Comprehensive Benefits: Generous health insurance coverage (75% employer-funded), financial planning services, and more.
Preferred Background
- Experience in financial services, customer service, or administrative roles.
- Exposure to or interest in wealth management, financial planning, or investment services.
- Open to candidates transitioning from other industries with strong soft skills and critical thinking abilities.
If you are ready to make a meaningful impact in clients’ lives while advancing your career in wealth management, we’d love to connect with you! Apply today and take the first step toward joining our dynamic team in beautiful Santa Fe, NM.
