Client Services Associate - Wealth Management

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

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.