Wealth Client Services Associate

Clearstead; Santa Fe (NM); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus program

401(k) plan

Health insurance

Paid time off

Job summary

Clearstead Avalon Trust seeks a detail-oriented professional to manage client inquiries, coordinate with Investment Advisors, and oversee custodial operations and account administration. You will handle account openings/closings, asset transfers, and documentation while maintaining compliance and strong client relations.

Responsibilities include coordinating with Fidelity and other teams, supporting alternative investments, and ensuring accurate workflows.

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.
• 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.

Responsibilities

• 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 Compliance, Operations, Tax, Financial Planning and Finance to ensure smooth execution of client requests and adherence to firm-wide processes.
• Opening and closing accounts.
• Transferring assets.
• 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.
• 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.
• 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.
• 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.

Skills

Client-focused service

Communication skills

Relationship-building

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Clearstead Avalon Trust seeks a detail-oriented professional to manage client inquiries, coordinate with Investment Advisors, and oversee custodial operations and account administration. You will handle account openings/closings, asset transfers, and documentation while maintaining compliance and strong client relations.

Responsibilities include coordinating with Fidelity and other teams, supporting alternative investments, and ensuring accurate workflows.