Client Services Associate - Santa Fe, NM

Join our Santa Fe Team as a Client Services Associate, providing support to clients and advisors with day-to-day operations and delivering exceptional service.

Requirements

• Bachelor's or Associate's Degree from accredited college or university preferred
• Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
• Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
• Critical thinking, organized, detail-oriented, and able to multitask
• Client first attitude
• Effective written and verbal communication skills
• Position requires a high level of confidentiality
• Team player, collaborative, able to work with and through others

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks