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Client Associate Jobs in New Mexico (NOW HIRING)

Raymondjames

Client Service Associate

Albuquerque, NM

$14 - $19.50/hr

As we evolve, we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service, processing, and project management ...

Jackson Hewitt

Client Service Associate

Alamogordo, NM · On-site

$12.50 - $14/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

PNC Bank

Client Experience Associate

Albuquerque, NM

$14 - $19.25/hr

As a Client Experience Associate within PNC's Albuquerque Main Branch, you will be based in Albuquerque, NM ** Bilingual Spanish - Preferred PNC is an in-office company that fosters a collaborative ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in New Mexico

Client Associate information

See New Mexico salary details

$17.9K

$49.4K

$73.2K

How much do client associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for client associate in New Mexico is $49,388.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,100.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in New Mexico? The most popular types of Client jobs in New Mexico are:
What are popular job titles related to Client Associate jobs in New Mexico? For Client Associate jobs in New Mexico, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in New Mexico look for? The top searched job categories for Client Associate jobs in New Mexico are:
What cities in New Mexico are hiring for Client Associate jobs? Cities in New Mexico with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in NM? For Client Associate jobs in NM, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in New Mexico as of June 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,388 per year, or $23.7 per hour.

Registered Investment Operations Associate

Elevation Wealth Partners

Santa Fe, NM • Remote

$60K - $70K/yr

Full-time

Posted 14 days ago

Job description

Registered Investment Operations Associate - Wealth Management


The Registered Investment Operations Associate supports financial advisors and clients by providing exceptional service, executing securities trades, and assisting with investment and financial planning activities. The ideal candidate possesses strong analytical skills, attention to detail, securities industry knowledge, and the ability to manage multiple priorities.

Compensation:

$60,000 - $70,000 yearly


Responsibilities:
  • Confirm money movement requests with clients
  • Ensure accurate and timely trade execution to maintain client satisfaction and trust
  • Conduct thorough investment research to provide actionable insights for client portfolios
  • Analyze financial data and portfolio performance to ensure alignment with client goals
  • Prepare comprehensive client reports
  • Maintain client accounts with meticulous attention to detail, ensuring all information is up-to-date and accurate
  • Prepare paperwork for account opening and maintenance
  • Prepare investment proposals
  • Understand and keep the team updated on key compliance requirements

Qualifications:
  • Bachelor's degree (required)
  • Securities licensure (required or willing to obtain within 6 months)
  • Trading experience preferred
  • 3-5 years of experience in a related field
  • Close attention to detail and excellent organizational skills - this role is great for a perfectionist
  • Strong communication and interpersonal skills. Every team member will have direct contact with clients
  • Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
  • High level of personal responsibility and ability to work independently in a remote setting
  • Miscellaneous administrative duties as appropriate/assigned

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

  • W-2 employment status
  • Twelve (12) paid company holidays with a year-end extended winter break
  • Opportunities for professional development and growth within the firm.