Client Service Associate
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.
Benefits
- Non-Exempt/Hourly.
- 30 – 40 hours per week.
- Medical insurance coverage for employees 100% paid by SFA.
- Generous paid vacation and office holidays.
- Paid sick leave.
To apply, contact us. On the form, choose the option: ‘apply for open position‘ then attach your cover letter and resume.
About Santa Fe Advisors
We provide investment management and financial planning services to high-net-worth individuals and families, trusts, institutions, and charitable organizations. The firm was founded in 2014 and is 100% employee-owned. Our firm’s core principles are based on serving our clients’ best interests through a detailed understanding of their personal and financial needs and goals. As fiduciaries to our clients, we focus on a high degree of transparency and aligning our interests with those of our clients. The principals and employees personally invest in the same portfolios that we recommend for our clients.
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