Client Operations Associate

Altus Wealth Management, LLC; Albuquerque (NM); On-site; USD 42,000 - 69,000; Full time

Job summary

Altus Wealth Management, LLC in Albuquerque, NM is seeking a detail-oriented administrative professional to support client relationships and daily operations. You will work closely with the Client Relationship Manager, advisors, and the operations team to manage paperwork, records, and client communications.

This role emphasizes proactive problem-solving, strong communication, and the ability to handle multiple requests with high reliability.

Qualifications

• 5+ years of administrative, operations, or client service experience.
• Experience in financial services is a plus but not required for an exceptional candidate.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as a warm, professional point of contact for clients by phone, email, and in person.
• Prepare new account paperwork and DocuSign packages.
• Review paperwork for missing information and errors.
• Maintain and audit accurate client records and files.
• Assist with meeting preparation and post-meeting follow-up.
• Help clients navigate online portals and technology.

Skills

Administrative experience

Client service

Attention to detail

Strong communication

Education

Associate or bachelor's degree preferred

Tools

Microsoft Office

DocuSign

Job description

Altus Wealth Management is a boutique, independent wealth management firm headquartered in Albuquerque, New Mexico, with an East Coast presence in Bucks County, Pennsylvania.

We are women-owned and women-operated, and we welcome talented applicants from every background.

We built Altus around a simple idea: give clients the kind of advice and service we would demand for ourselves.

That means straight talk, thoughtful advice, prudent management, exceptional follow-through, and a level of personal attention that makes clients feel genuinely known.

We are growing, and we are looking for someone smart, driven, organized, curious, and solution-minded to grow with us.

This is not a traditional administrative role. You will work closely with our Client Relationship Manager, advisors, operations team, and clients, and you will have a front-row seat to the day-to-day workings of a growing independent wealth management firm.

If you are someone who naturally thinks, "What needs to happen next?" and "How can I solve this?" we want to hear from you.

What You'll Do

• Serve as a warm, professional point of contact for clients by phone, email, and in person.
• Prepare new account paperwork, account maintenance forms, and DocuSign packages.
• Review paperwork carefully for missing information, errors, and outstanding issues.
• Follow client requests and operational items through to completion.
• Maintain and audit accurate client records, profiles, logs, and files.
• Assist with meeting preparation and post-meeting follow-up.
• Help clients navigate online access, portals, electronic signatures, and other technology.
• Process deposits and client checks electronically or physically as needed.
• Coordinate mailing, shipping, and document handling.
• Scan, index, and maintain electronic records.
• Stay current on changes to forms and procedures and communicate those changes to the team.
• Troubleshoot routine workflow and technology issues.
• Help identify inefficient processes and improve them.
• Step in, fill gaps, and take ownership when something needs to get done.

Who We're Looking For

Strong candidates will have:

• 5+ years of administrative, operations, client service, or professional office experience preferred.
• Financial services experience is a plus, but not required for an exceptional candidate.
• Associate or bachelor's degree preferred, or equivalent professional experience.
• Excellent verbal and written communication skills.
• Strong phone skills and the ability to communicate comfortably with many different personalities.
• High emotional intelligence and sound judgment.
• Exceptional attention to detail.
• Strong follow-through.
• The ability to prioritize independently and manage multiple competing requests.
• Strong Microsoft Office skills and the ability to learn new technology quickly.
• The confidence to solve problems rather than simply pass them along.
• Reliability, professionalism, curiosity, and accountability.

Looking for More Than a Job?

Good.

We are especially interested in candidates who see this role as the beginning of something bigger.

If you are pursuing or considering a career in wealth management, financial planning, investment management, or financial analysis, we would love to hear from you.

Candidates pursuing the CFP®, CFA®, Series 65, or other financial-services credentials are strongly encouraged to apply.

For the right person, there may be opportunities to grow into expanded responsibilities in client relationship management, financial planning, investments, operations, or advisory work.

At Altus, your job description does not have to define your ceiling.

If you can contribute at a higher level, we want to help you get there.

What We Expect

• We have high standards.
• We expect you to show up, communicate well, take ownership, follow through, and continue getting better.
• In return, you will gain meaningful exposure to clients, financial planning, investment management, technology, compliance, operations, and the inner workings of a growing independent wealth management firm.
• We are looking for someone who wants responsibility, not someone who wants to hide from it.

Job Type: Full-time

Compensation: Competitive and negotiable based on experience, skills, credentials, and potential.

If you read this and think, "I can do this, and probably more," we would like to meet you.