What are the responsibilities and job description for the Client Service Associate position at Mohr Talent?
Client Service Associate – Wealth Management
Location : Santa Fe, NM (Remote for the Right Candidate)
Salary : 60 to 65K Benefits
About The Role
We're partnered with a Wealth Management firm in Santa Fe, NM, specializing in personalized wealth management, financial planning, and investment services.
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.
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!
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
