Client Operations Specialist: Growth Path in Wealth Management

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, 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.