Wealth Client Services Associate: Growth & Impact

Avalon Trust Company; Santa Fe (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) contributions

Health Insurance

Dental & Vision

Long-term disability

Generous paid time off

Incentive bonus program

Job summary

Clearstead Avalon Trust seeks a Client Relationship & Service Support professional to act as the primary liaison between clients and Investment Advisors. You will build trusted relationships through proactive communication and coordinated service delivery.

The role supports custodial operations, alternative investments administration, and meeting logistics, while ensuring adherence to compliance and firm processes. A collaborative, client-centered mindset is essential.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 2–5 years in financial services, wealth management, legal, accounting, or client service roles.
• Client-first mindset with service excellence and strong communication.

Responsibilities

• Serve as a point of contact between clients and Investment Advisors.
• Build strong client relationships through timely communication and service excellence.
• Assist with opening/closing of accounts, transfers, and money movement.
• Coordinate meetings and prepare client meeting materials.
• Update CRM records and follow-up tasks after meetings.
• Support office operations and firm technology platforms.

Skills

Client service

Relationship-building

CRM systems

Microsoft Office

Attention to detail

Communication

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office Suite

Job description

Clearstead Avalon Trust seeks a Client Relationship & Service Support professional to act as the primary liaison between clients and Investment Advisors. You will build trusted relationships through proactive communication and coordinated service delivery.

The role supports custodial operations, alternative investments administration, and meeting logistics, while ensuring adherence to compliance and firm processes. A collaborative, client-centered mindset is essential.