Client Service Associate

Clearstead Advisors LLC; Santa Fe (NM); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Bonus program

401(k) plan

Health, dental, vision, and long-term‐

Disability insurance

Generous paid time off

Job summary

Clearstead Avalon Trust is seeking a client service professional to act as a liaison between clients and Investment Advisors. The role emphasizes proactive communication, relationship-building, and accurate, compliant service delivery.

You will coordinate with Compliance, Operations, Tax, and Financial Planning to ensure smooth execution of requests while maintaining meticulous records and a client-centric approach.

Qualifications

• Bachelor’s degree preferred or equivalent relevant experience.
• 2–5 years of experience in financial services, wealth management, legal, accounting, or client service roles preferred.
• Client-first mindset with a commitment to service excellence.
• Strong knowledge of investment accounts, custodial processes, and financial terminology preferred.
• Excellent organizational skills and ability to manage multiple priorities.
• High level of accountability and discretion.
• Strong communication and relationship-building skills.

Responsibilities

• Serve as a point of contact between clients and Investment Advisors by managing inquiries and service requests.
• Build strong, trusting client relationships through timely communication and service excellence.
• Maintain understanding of client needs to ensure a personalized experience.
• Coordinate with Compliance, Operations, Tax, Financial Planning and Finance to fulfill client requests.

Skills

Client service

Relationship-building

Communication

Organization

Problem-solving

Attention to detail

Multitasking

Teamwork

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Office Suite

Job description

Description

Client Relationship & Service Support

• Serve as a point of contact between clients and Investment Advisors by proactively managing client inquiries and service requests.
• Build strong, trusting relationships with clients through timely communication, follow-up, and service excellence.
• Maintain a deep understanding of client needs, ensuring a personalized and positive client experience.
• Partner closely with other departments including Compliance, Operations, Tax, Financial Planning and Finance to ensure smooth execution of client requests and adherence to firm-wide processes.

Custodial Operations & Account Administration

• Opening and closing accounts
• Transferring assets
• Money movement (wires, ACH, journals)
• Charitable gifting
• Trust distributions
• General account maintenance and documentation
• Work directly with Fidelity, and other service teams to troubleshoot issues, resolve escalations, expedite high-priority items, and navigate complex or non-standard transactions.
• Ensure all forms, paperwork, and digital workflows are completed accurately and processed in accordance with compliance, regulatory, and custodial requirements.

Alternative Investments Administration

• Assist in the administration of alternative investments by monitoring and coordinating capital calls, distributions, and related documentation.
• Maintain accurate records and ensure timely communication with clients and internal teams regarding alternative investment activity.

Meeting Coordination & Client Deliverables

• Manage all logistics for client meetings, including scheduling, coordinating with Investment Advisors, preparing agendas, and confirming details with clients.
• Assist in the preparation, assembly, and finalization of all client meeting materials, ensuring accuracy, completeness, and professional presentation.
• Update CRM records and client files with meeting notes, follow-up tasks, and service outcomes.

Operational & Administrative Support

• Support overall office organization and operational efficiency.
• Develop a strong understanding of firm technology platforms, tools, and systems to effectively complete work in a fully or primarily paperless environment.
• Actively contributes to internal process improvements and best practices for enhancing workflow efficiency and client service delivery.
• Perform additional duties and projects as assigned to support team and firm-wide initiatives.
• Completes other duties as assigned.

Requirements

• Bachelor’s degree preferred or equivalent relevant experience.
• 2–5 years of experience in financial services, wealth management, legal, accounting, or client service roles preferred.
• Client-first mindset with a commitment to service excellence.
• Strong knowledge of investment accounts, custodial processes, and financial terminology preferred.
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
• Ability to display a high level of accountability and discretion.
• Problem-solving and critical-thinking abilities.
• Strong communication and relationship-building skills.
• Ability to work both independently and collaboratively in a fast-paced, client-centric environment.
• Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.
• Commitment to company values.

Equal Employment Opportunity Statement:

Clearstead Avalon Trust is committed to building a culturally diverse workforce and strongly encourages applications from all minorities.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The Qualified Candidate Can Expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
• The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive base salary with an incentive bonus program.
• 401(k) Savings plan with company contributions.
• Health, Dental, Vision, and Long-term disability insurances.
• Generous paid time off program.

About Clearstead Avalon Trust:

We are Clearstead Avalon Trust…an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio. Clearstead Avalon Trust is a wholly owned subsidiary of Clearstead Advisors, LLC.

Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.