Top 4 Finance associate Jobs in Santa Fe Nm

Financial/Client Services Associate
Messina Talent Advisors —Santa Fe, NM
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Associate Insurance Underwriter (GSD #2928)
State of New Mexico —Santa Fe, NM
- $24.88 - $37.32 an hour
- Weekends as needed
- Mid-level
- Office
- Driver's License

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Financial Analyst (PED #10108389)
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Financial/Client Services Associate

Messina Talent Advisors
Santa Fe, NM

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year
2 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer relationship building
Client database systems
Documentation tools
CRM system proficiency
Productivity software
Stakeholder relationship building

Full Job Description

We are seeking a Financial/Client Service Associate at our wealth management firm. This position serves as a primary and/or secondary point of contact for clients, supports Financial Advisors, and ensures the smooth execution of all operational and administrative activities.

This position is located in downtown Santa Fe and offers work-from-home availability 1 day per week after the initial orientation period.

Position Responsibilities:

Client Relationship & Service Support

Serve as a point of contact between clients and Financial 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 other departments, including Compliance, Operations, Tax, Financial Planning, and Finance to ensure smooth execution of client requests and adherence to firm-wide processes.

Custodial Operations & Account Administration

Facilitate investment account transactions at custodians (primarily Fidelity and Schwab), including: Opening and closing accounts, Transferring assets, money movement (wires, ACH, journals), charitable gifting, trust distributions, and general account maintenance and documentation.
Work directly with Fidelity, Schwab, 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.

Alternative Investments Administration

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.

Meeting Coordination & Client Deliverables

Manage all logistics for client meetings, including scheduling, coordinating with Financial 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.

Operational & Administrative Support

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.

Requirements:

Bachelor’s degree preferred or equivalent relevant experience.
2–5 years of experience in financial services, wealth management, or client service roles preferred.
Client-first mindset with a commitment to service excellence
Strong knowledge of investment accounts, custodial processes, and financial terminology (experience with Fidelity and Schwab is a plus).
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.
Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies.
Commitment to company values

Pay: $75,000.00 - $85,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Santa Fe, NM 87501

Quick Apply

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finance associate jobs in santa fe nm

Financial/Client Services Associate

Associate Insurance Underwriter (GSD #2928)

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