Magellan Financial & Insurance Services, Inc.
Client Services Associate
Magellan Financial & Insurance Services, Inc., Albuquerque, New Mexico, United States, 87101
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Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $42,000.00/yr - $65,000.00/yr
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Director of Acquisitions | Talent, M&A, Special Projects Tired of being a number in a corporate machine? Step into a role where your work has a direct, measurable impact.
For the hyper-organized professional who thrives on creating order from chaos, this is not a typical administrative job. It is a critical position at the heart of a premier, family-run wealth management firm. At Kiehne Wealth & Retirement, we don’t have layers of bureaucracy—we have a close-knit team built on New Mexico’s heritage of hard work and integrity. You won’t just be managing schedules; you will be orchestrating the operational backbone that allows our clients to secure their financial legacies.
This is a career-defining opportunity for an individual who finds deep satisfaction in flawless execution and providing a world-class client experience. We are looking for the person who makes everything run, who anticipates needs before they arise, and who understands that elite service is built on relentless attention to detail.
Your Mandate & Key Outcomes:
Orchestrate the Client Journey:
Serve as the central hub for all client interactions, managing calendars, scheduling, and communications to ensure a seamless and professional experience.
Command the Firm’s Data:
Own the CRM system, ensuring all client information and interactions are meticulously documented, accurate, and instantly accessible.
Drive Operational Excellence:
Manage all client documentation, from onboarding paperwork to ongoing service requests, with unmatched precision and confidentiality.
Execute High-Impact Events:
Support the coordination and logistics of our educational seminars, directly contributing to the firm’s growth and community presence.
Master the Details:
Uphold the firm’s standard of excellence through flawless office administration and process management, providing the foundation for our advisors to perform at their best.
Qualifications of an Elite Candidate:
Required:
Demonstrated mastery of organization and an obsessive attention to detail.
Proven ability to manage complex scheduling and administrative tasks.
Exceptional professional communication skills, both written and verbal.
Absolute discretion and experience handling highly confidential information.
High proficiency in modern office software, including the Microsoft Office suite.
Preferred:
Prior experience in an operational or administrative role within the financial services or wealth management industry.
Hands‑on experience with industry‑standard CRM platforms.
Familiarity with the logistics of event or seminar coordination.
We are an independent, multi‑generational financial advisory firm with deep roots in New Mexico. Guided by our philosophy of "Real Work. Real Wealth. Real Legacy," we reject one‑size‑fits‑all solutions and provide our clients—primarily mass affluent retirees—with personalized, low‑volatility retirement strategies. As a family‑run firm, we are building a legacy of trust and financial security, and we seek a team member who shares our unwavering commitment to integrity and client success.
To Apply:
This is an immediate, full‑time, in‑office position in Albuquerque, NM. If you are ready to take on a pivotal role in a growing firm where your contribution is vital and valued, submit your resume. We are conducting interviews on a rolling basis for this exclusive opportunity.
Seniority level Not Applicable
Employment type Full‑time
Job function Administrative, Finance, and Customer Service
Industries: Insurance, Investment Advice, and Investment Management
Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x
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Get AI-powered advice on this job and more exclusive features.
Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $42,000.00/yr - $65,000.00/yr
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Director of Acquisitions | Talent, M&A, Special Projects Tired of being a number in a corporate machine? Step into a role where your work has a direct, measurable impact.
For the hyper-organized professional who thrives on creating order from chaos, this is not a typical administrative job. It is a critical position at the heart of a premier, family-run wealth management firm. At Kiehne Wealth & Retirement, we don’t have layers of bureaucracy—we have a close-knit team built on New Mexico’s heritage of hard work and integrity. You won’t just be managing schedules; you will be orchestrating the operational backbone that allows our clients to secure their financial legacies.
This is a career-defining opportunity for an individual who finds deep satisfaction in flawless execution and providing a world-class client experience. We are looking for the person who makes everything run, who anticipates needs before they arise, and who understands that elite service is built on relentless attention to detail.
Your Mandate & Key Outcomes:
Orchestrate the Client Journey:
Serve as the central hub for all client interactions, managing calendars, scheduling, and communications to ensure a seamless and professional experience.
Command the Firm’s Data:
Own the CRM system, ensuring all client information and interactions are meticulously documented, accurate, and instantly accessible.
Drive Operational Excellence:
Manage all client documentation, from onboarding paperwork to ongoing service requests, with unmatched precision and confidentiality.
Execute High-Impact Events:
Support the coordination and logistics of our educational seminars, directly contributing to the firm’s growth and community presence.
Master the Details:
Uphold the firm’s standard of excellence through flawless office administration and process management, providing the foundation for our advisors to perform at their best.
Qualifications of an Elite Candidate:
Required:
Demonstrated mastery of organization and an obsessive attention to detail.
Proven ability to manage complex scheduling and administrative tasks.
Exceptional professional communication skills, both written and verbal.
Absolute discretion and experience handling highly confidential information.
High proficiency in modern office software, including the Microsoft Office suite.
Preferred:
Prior experience in an operational or administrative role within the financial services or wealth management industry.
Hands‑on experience with industry‑standard CRM platforms.
Familiarity with the logistics of event or seminar coordination.
We are an independent, multi‑generational financial advisory firm with deep roots in New Mexico. Guided by our philosophy of "Real Work. Real Wealth. Real Legacy," we reject one‑size‑fits‑all solutions and provide our clients—primarily mass affluent retirees—with personalized, low‑volatility retirement strategies. As a family‑run firm, we are building a legacy of trust and financial security, and we seek a team member who shares our unwavering commitment to integrity and client success.
To Apply:
This is an immediate, full‑time, in‑office position in Albuquerque, NM. If you are ready to take on a pivotal role in a growing firm where your contribution is vital and valued, submit your resume. We are conducting interviews on a rolling basis for this exclusive opportunity.
Seniority level Not Applicable
Employment type Full‑time
Job function Administrative, Finance, and Customer Service
Industries: Insurance, Investment Advice, and Investment Management
Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x
#J-18808-Ljbffr