Financial Client Services Specialist
Raymond James & Associates
Raymond James & Associates seeks a dynamic Client Service Associate to join our growing team. This essential role provides high-quality administrative support to Financial Advisors, clients, and branch staff, requiring strong communication across phone, email, and in-person channels. The ideal candidate will be organized, detail-oriented, and capable of handling multiple tasks with deadlines in a fast-paced environment, while maintaining a client-first service mindset. #J-18808-Ljbffr Raymond James & Associates
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Client Services Specialist in Santa Fe, NM vacancy
- Raymond James Financial, Inc. is seeking a Client Service Associate to provide high-quality administrative support to Financial Advisors, clients, and branch staff. You will handle high-volume client interactions, scheduling, and processing transactions with accuracy. The...Suggested
- ...your career. In this role, you will assume a vital position in securing families’ financial well-being.. Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing clients’ needs and imparting knowledge on solutions. • Cultivating lasting...SuggestedRemote jobWeekly payWork from homeFlexible hours
- ...Client Services Specialist TeamBuilders is a community-based behavioral health organization with a vision to provide unconditional care to adults, children and families. TeamBuilders' commitment also translates to its employees and their families. TeamBuilders truly...SuggestedWork at officeLocal areaRelocation package
- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...SuggestedRemote jobFull timeFlexible hours
McQuade Organization
Santa Fe, NM3 days ago $45k - $60k
...contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. As a Customer Service Representative with Garrett Seawright - State Farm Agent, you will generate the kind of...SuggestedFor contractorsWork at office$55k - $75k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...who will help you achieve YOUR goals?This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at officeGarrett Seawright - State Farm Agent
Santa Fe, NM3 days ago- ...Financial Services Representative Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom... ...in opening new accounts for commercial and consumer clients. Having knowledge of bank products in order to make recommendations...Work at officeLocal area
- ...mission to guide people to a lifetime of financial success, and enjoy a career filled with... ...’s no stopping you! Job Title Financial Service Representative Job Description Summary:... ...new accounts for commercial and consumer clients. Have knowledge of bank products in order...Work at officeLocal area
- Enterprise Bank & Trust is seeking a Financial Services Representative to serve as the face of our branch for customers. You will handle account... ...math, confidentiality and communication skills to advise clients on appropriate banking products. Notary services may be...
$35k - $45k
...Responsibilities: Manage customer inquiries and support daily service activities. Coordinate team communication to maintain... ...located in Santa Fe, NM and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractorsWork at officeFlexible hoursMichelle Cole - State Farm Agent
Santa Fe, NM19 hours ago- ...Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time... ...from home! We service union and association members by matching clients to the products and services they receive as part of their benefits...Weekly payFull timeLocal areaRemote workWork from home
Zuzick & Associates
Santa Fe, NM3 days ago - Looking to enhance your resumé this fall? Vector Marketing is filling part-time sales positions for this fall. Students have the opportunity to work part-time around classes in a role that can improve presentation skills, time management skills, and networking. Sales representatives...Weekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
Vector Marketing
Santa Fe, NM3 days ago - ...Bernalillo, United States | Posted on 10/20/2026 We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This...Remote work
Unlock Potential 360
Santa Fe, NM19 hours ago $15 - $23 per hour
...Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull timePetco
Santa Fe, NM3 days ago$17 - $22 per hour
Costco is seeking Customer Service Associates to assist members with purchases, returns, and front-end store operations. Customer Service Associates are responsible for greeting members, operating cash registers, processing payments, assisting with returns and exchanges...Hourly payFull timePart time- Enterprise Bank & Trust in Santa Fe, NM is seeking a Client Service Officer who is bilingual in Spanish and capable of handling a high-volume call and email workload. The role supports deposits, loans, and online banking tasks, while assisting lobby staff with banking...Remote jobBank staff
- ...matter expert for Coinbase’s products, providing world-class service and support to our most valued customers. You’ll join a team of... ...resolution, and collaborating across teams of subject matter specialists to fix issues with urgency. Model an investigative mentality:...Local areaImmediate startFlexible hoursNight shiftWeekend work
- ...Client Service Officer - Bilingual (Hybrid/Remote Eligible NM Only) Shift is 9am-6pm MT Monday-Friday with 3 Saturdays a quarter 8am-1... ...Education and/or Experience: Minimum two years' experience in the financial services industry or a combination of relevant experience....Remote jobBank staffMonday to FridayShift work
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement for people who lead their ...Remote jobFull timePart timeWork from home
$20.19 per hour
...insured over 230,000 pets and paid more than $176 million in claims since launch. Pumpkin also offers PumpkinNow, the only urgent pay service that can pay pet parents for eligible claims before they pay vet bills — making it one of the fastest claims experiences in pet...Hourly payTemporary workWork at officeRemote workFlexible hoursShift workAfternoon shift- ...the tone for an exceptional stay through outstanding customer service, attention to detail, and a genuine hospitality mindset.In this... ...guest inquiries, concerns, and requestsProcess payments and handle financial transactions accurately, including cash handling and...Part time
Auberge Collection
Santa Fe, NM3 days ago - ...TeamBuilders also sets high expectations for achieving excellence in service to the community. The pursuit of excellence is fundamental... ...care" to children, adults, and families. As a Client Services Specialist, you are our first impression . You aren’t just answering...Full timePart timeRelocation package
- Ramada by Wyndham Santa Fe is seeking a friendly Front Desk Agent to deliver exceptional service to hotel guests. You will assist with check-in/check-out, issue room keys, and process payments while coordinating with housekeeping to ensure room availability. You will answer...Night shift
- ...if performance of these tasks will help achieve our Customer service and operational goals. ESSENTIAL FUNCTIONS: Understands that safety... ...Awareness program, the Shortage Highway, the Store Protection Specialist (SPS) position (where applicable), and merchandise protection...Work at officeLocal areaImmediate startShift work
Ross Stores, Inc.
Santa Fe, NM19 hours ago - ...effective, accessible, and high-quality health care and safety-net services. Our Goals Leverage purchasing power and partnerships to create... ...and internal customers. Who are the customers? Income Support clients; Income Support management. Ideal Candidate The Ideal Candidate...Work at office
New Mexico Department of Justice
Santa Fe, NM3 days ago - ...friendly, dependable Remote Customer Success Associate to support clients virtually as they review and select benefit options that fit... ...adaptability to work in a fast-paced environment. • Sales or customer service experience is a plus, but not required – we’ll train you!...Remote jobFull timeWork at office
McQuade Organization
Santa Fe, NM19 hours ago - -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -...Remote jobFull time
Zuzick Organization of Globe Life
Santa Fe, NM3 days ago $16 - $22 per hour
FedEx is seeking Retail Customer Associates to work in FedEx Office retail locations assisting customers with shipping services, printing services, and business service solutions. Retail Customer Associates are responsible for greeting customers, processing shipping orders...Hourly payFull timeWork at officeShift workWeekend workAfternoon shift$60k - $78k
...Clearance Needed Fully remote Corporate Operations & Support Services Overview GovCIO is currently hiring for a Accounting... ...and operational activities by coordinating administrative, financial, and project-related tasks in a fast-paced team environment. This...Full timeContract workFor subcontractorCurrently hiringWork at officeRemote workFlexible hoursGovCIO
Santa Fe, NM2 days ago$15.5 - $19.38 per hour
Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last impression... ...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience...Hourly paySeasonal work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Client Services Specialist. Be the first to apply!
Related searches
- financial crimes specialist Santa Fe, NM
- finance specialist Santa Fe, NM
- financial management specialist Santa Fe, NM
- insurance customer service advisor Santa Fe, NM
- customer success associate Santa Fe, NM
- manufacturing customer service representative Santa Fe, NM
- customer service attendant Santa Fe, NM
- client service consultant Santa Fe, NM
- customer associate Santa Fe, NM
- customer support specialist Santa Fe, NM