What are the responsibilities and job description for the Client Services Representative position at Confidential?
Client Service Associate
Location: Santa Fe, New Mexico
Salary: $57,000
We are seeking a Client Service Associate to join our dynamic team in Santa Fe, NM. This role is ideal for an organized, detail-oriented professional with excellent communication skills and a client-first attitude. The ideal candidate is a creative thinker, self-motivated, and eager to grow with our firm.
Key Responsibilities
- Respond to emails, answer phones, and communicate promptly, courteously, and professionally.
- Collaborate with Broker Dealer on account establishment, maintenance, and compliance.
- Manage day-to-day operational activities and support general administrative tasks, including:
- Document management
- Client file organization and record-keeping
- Supporting firm projects and workflows
- Address and resolve client issues, including:
- Updating personal information
- Processing deposits, withdrawals, and new business requests
- Opening accounts and guiding clients through online access setup
- Maintain regular client contact, ensuring clear and professional communication.
- Scan, file, and manage online documentation efficiently.
- Research client issues, historical transactions, and account-related inquiries.
- Maintain and update the firm's CRM database.
- Safeguard client confidentiality by adhering to the highest standards of privacy and security.
- Consistently demonstrate a commitment to excellence, best practices, and superior customer service.
Required Skills & Qualifications
- Exceptional written and oral communication skills.
- Strong organizational skills with meticulous attention to detail.
- Client-focused mindset with a creative, solution-oriented approach.
- Proven ability to prioritize tasks and manage multiple responsibilities effectively.
- Self-starter with demonstrated initiative and drive.
- Proficient in Microsoft Office, Outlook, and adept at navigating the Internet and social media platforms.
- Professional demeanor in all aspects of business interactions.
- Ability to maintain compliance with industry standards and requirements.
- Collaborative and respectful attitude towards clients, team members, and vendors.
- Experience with Red Tail, eMoney, or Envestnet is a plus but not required.
- Insurance experience is a plus.
Experience & Education
- Open to candidates from diverse industries and backgrounds.
- No specific experience requirements, but strong soft skills, high emotional intelligence, critical thinking ability, and a growth mindset are essential.
Salary : $57,000
