Client Service Manager

Avalon Trust Company; Santa Fe (NM); On-site; USD 60,000 - 85,000; Full time

Job summary

Clearstead is seeking a Client Service Manager in Santa Fe, NM, to serve as the primary contact for client service requests and support Trust Services. The role collaborates with the Advisor and Director teams to ensure timely, accurate responses and proactive client care.

The position emphasizes relationship-building, coordination with custodians and external partners, and effective use of CRM and reporting tools to maintain high client satisfaction in a fast-paced environment.

Qualifications

• Minimum of 3+ years of client service experience.
• Specific investment management experience preferred.
• Exhibits unfailing personal integrity.
• Takes ownership for delivering an outstanding client experience.
• Excellent communication with proper grammar and punctuation.
• Strong organizational skills and ability to follow established processes.
• Effectively manages priorities in a fast-paced environment.
• Works collaboratively to achieve client and organizational objectives.
• Resolves complex problems in a thorough, creative, timely manner.

Responsibilities

• Act as the client’s primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners
• Provide operational and administrative support to Associate Advisors and Lead Advisors
• Support Trust Services by coordinating client requests, documentation, and follow-up with internal team members and external partners
• Organize, track and lead team projects, seeing them through to successful completion
• Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents
• Schedule and coordinate client meetings, and prepare meeting materials in advance
• Maintain client information in CRM and other reporting systems
• Coordinate quarterly tax payments and gathering tax document as part of Clarius’ role tax return preparation
• Work with all members of the team and the Chief Compliance Officer to adhere to federal, state and company compliance rules and guidelines.

Skills

Client service experience

Excellent communication

Strong organizational skills

Ownership mindset

Problem solving

Tools

Microsoft Office Suite

Job description

Description

The Client Service Manager serves as the primary point of contact for service requests and technical support, resolving client operational, banking, bill pay, reporting, and risk-management inquiries. This key relationship-team role is accountable for positively influencing the client experience through clear communication and accurate, timely resolution. The position also supports Trust Services and partners with the Client Associate team to execute special client projects requested by the client or directed by the Advisor or Director.

Position Responsibilities:

• Act as the client’s primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners
• Provide operational and administrative support to Associate Advisors and Lead Advisors
• Support Trust Services by coordinating client requests, documentation, and follow-up with internal team members and external partners
• Organize, track and lead team projects, seeing them through to successful completion
• Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents
• Schedule and coordinate client meetings, and prepare meeting materials in advance
• Maintain client information in CRM and other reporting systems
• Coordinate quarterly tax payments and gathering tax document as part of Clarius’ role tax return preparation
• Work with all members of the team and the Chief Compliance Officer to adhere to federal, state and company compliance rules and guidelines.

Requirements

• A minimum of 3+ years client service experience required.
• Specific investment management experience preferred.
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Exhibits unfailing personal integrity
• Takes ownership for delivering an outstanding client experience
• Excellent communication skills, including proper grammar and punctuation
• Strong organization skills and ability to follow established processes consistently
• Effectively manages priorities in a fast-paced environment
• Works collaboratively to achieve client and organizational objectives
• Resolves complex problems in a thorough, creative, timely manner

ABOUT CLEARSTEAD

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.