Santa Fe Advisors LLC
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Santa Fe Advisors LLC provided pay range
This range is provided by Santa Fe Advisors LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$25.00/hr - $28.00/hr Additional compensation types
Annual Bonus Job Overview We are seeking a dedicated and proactive Client Services Associate to join our team. In this role, you will be the primary point of contact for our clients, ensuring exceptional customer service and fostering strong relationships. You will leverage your skills in customer relationship management and detailed account administration to understand client needs. Your ability to communicate effectively and provide thorough follow-up will be essential in driving client satisfaction and retention. Responsibilities Serve as a primary liaison between clients and Santa Fe Advisors, addressing inquiries and resolving requests promptly. Develop and maintain strong relationships with clients through regular communication and follow-ups. Utilize systems to manage client accounts, track interactions, and timely follow-up to enhance service delivery. Collaborate with relationship managers to identify growth opportunities and on-board new clients. Event management for client and prospective client events. Office administration: answering the phone, responding to emails, maintaining supplies, scheduling meetings, mailings, and general office record keeping. Prepare and maintain reports to support business management and regulatory compliance requirements. Qualifications Experience in customer service or client-facing roles. Enjoy working with people in a service capacity. Proficient in using CRM tools or other systems for tracking client interactions and managing accounts. Ability to work with colleagues to build a successful team. Strong verbal and written communication skills, enabling effective interaction with clients and our team. A proactive attitude with a commitment to delivering high-quality service. Join us as a Client Services Associate where your contributions will directly impact our firm’s success! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Get notified when a new job is posted. Sign in to set job alerts for “Client Services Associate” roles.
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This range is provided by Santa Fe Advisors LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$25.00/hr - $28.00/hr Additional compensation types
Annual Bonus Job Overview We are seeking a dedicated and proactive Client Services Associate to join our team. In this role, you will be the primary point of contact for our clients, ensuring exceptional customer service and fostering strong relationships. You will leverage your skills in customer relationship management and detailed account administration to understand client needs. Your ability to communicate effectively and provide thorough follow-up will be essential in driving client satisfaction and retention. Responsibilities Serve as a primary liaison between clients and Santa Fe Advisors, addressing inquiries and resolving requests promptly. Develop and maintain strong relationships with clients through regular communication and follow-ups. Utilize systems to manage client accounts, track interactions, and timely follow-up to enhance service delivery. Collaborate with relationship managers to identify growth opportunities and on-board new clients. Event management for client and prospective client events. Office administration: answering the phone, responding to emails, maintaining supplies, scheduling meetings, mailings, and general office record keeping. Prepare and maintain reports to support business management and regulatory compliance requirements. Qualifications Experience in customer service or client-facing roles. Enjoy working with people in a service capacity. Proficient in using CRM tools or other systems for tracking client interactions and managing accounts. Ability to work with colleagues to build a successful team. Strong verbal and written communication skills, enabling effective interaction with clients and our team. A proactive attitude with a commitment to delivering high-quality service. Join us as a Client Services Associate where your contributions will directly impact our firm’s success! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Get notified when a new job is posted. Sign in to set job alerts for “Client Services Associate” roles.
PFS Assistant-Treasurer / Patient Account Services / Full-time
Project Coordinator / Cancer Center Medical Oncology / Full-time
Oncology Scheduling Coordinator /Full-Time
Albuquerque-Santa Fe Metropolitan Area 2 months ago Workstudy/Assessment Center/Montoya Campus
Albuquerque-Santa Fe Metropolitan Area 1 month ago Temporary Bilingual Administrative Assistant
Albuquerque-Santa Fe Metropolitan Area 3 weeks ago Executive Assistant to the Artistic Director
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Albuquerque-Santa Fe Metropolitan Area 6 days ago Student Employee I Student Success Navigator Team
Albuquerque-Santa Fe Metropolitan Area 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr