We extend this commitment to the community to our associates, offering annual paid volunteer time ... Private Client Portfolio Manager I Summary: The Private Client Portfolio Manager serves as one of ...
We extend this commitment to the community to our associates, offering annual paid volunteer time ... Private Client Portfolio Manager I Summary: The Private Client Portfolio Manager serves as one of ...
We extend this commitment to the community to our associates, offering annual paid volunteer time ... Private Client Portfolio Manager I Summary: The Private Client Portfolio Manager serves as one of ...
We extend this commitment to the community to our associates, offering annual paid volunteer time ... Private Client Portfolio Manager I Summary: The Private Client Portfolio Manager serves as one of ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
New
Client Manager
Albuquerque, NM · On-site
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Client Manager
Albuquerque, NM · On-site
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Client Service Representative
$15.50 - $21/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
$15.50 - $21/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Santa Fe, NM · On-site
$16 - $20/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Compensation $16-$20 per hour We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Santa Fe, NM · On-site
$16 - $20/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Compensation $16-$20 per hour We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
$20/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Compensation $16-$20 per hour We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
$20/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative Compensation $16-$20 per hour We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Albuquerque, NM · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Albuquerque, NM · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Manager
Albuquerque, NM · On-site
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Quick apply
Client Manager
Albuquerque, NM · On-site
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Client Manager
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Client Manager
$65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Santa Fe, NM · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Santa Fe, NM · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Associate Attorney
Albuquerque, NM · On-site
$90K - $120K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Quick apply
Associate Attorney
Albuquerque, NM · On-site
$90K - $120K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Associate Attorney
$90K - $140K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Quick apply
Associate Attorney
$90K - $140K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Associate Attorney
Albuquerque, NM · On-site
$100K - $200K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Quick apply
Associate Attorney
Albuquerque, NM · On-site
$100K - $200K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Associate Attorney
$100K - $200K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Quick apply
Associate Attorney
$100K - $200K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Associate Attorney
$80K - $130K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Quick apply
Associate Attorney
$80K - $130K/yr
The Associate Attorney will manage cases with an emphasis on residential real estate litigation ... Prepare analysis of case and advise client regarding strategies * Draft court pleadings, defense of ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Las Cruces, NM · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Las Cruces, NM · On-site
Medical
Dental
Vision
Life
Retirement
PTO
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Client Associate information
See New Mexico salary details
$17.9K - $22.9K
3% of jobs
$22.9K - $28K
1% of jobs
$28K - $33K
9% of jobs
$33K - $38K
6% of jobs
$39.8K is the 25th percentile. Wages below this are outliers.
$38K - $43K
16% of jobs
$43K - $48.1K
11% of jobs
The median wage is $49.8K / yr.
$48.1K - $53.1K
11% of jobs
$53.1K - $58.1K
14% of jobs
$59.4K is the 75th percentile. Wages above this are outliers.
$58.1K - $63.1K
15% of jobs
$63.1K - $68.1K
11% of jobs
$68.1K - $73.2K
3% of jobs
$17.9K
$49.4K
$73.2K
How much do client associate jobs pay per year?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
How does a client associate typically collaborate with other teams within a financial services firm?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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:

Full-time
Re-posted 14 days ago
Job description
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Private Client Portfolio Manager I
Job Description:
Summary:
The Private Client Portfolio Manager serves as one of the bank's more experienced front-line client service associates and is responsible for delivering a quality experience to our valued private banking and wealth clients/prospects. Key job functions include administrative requirements to open new accounts and utilize new bank services, participate in loan processes and support team with business development efforts.
Essential Duties and Responsibilities:
- Support Private Banking Relationship Managers (PBRM) by opening new accounts for Private Banking clients. Complete "set-up" forms for new products and services sold. Have knowledge of bank products in order to make recommendations for products and services the clients and prospects may utilize.
- Identify cross-sell and new deposit opportunities
- Ability to understand and interpret various legal documents, such as, court orders, letters of testamentary, trust documents, durable power of attorney, bank disclosures, new accounts agreements, etc.
- Input loan applications and required financial data for loan requests into bank's loan system. Work with PBRM and client to assemble and coordinate financial information required and deliver to credit department for analysis. Download loan documents, review for accuracy and coordinate with PBRM. Manages loan closing and funding.
- Provide client service via telephone, email and in person requests. Research and resolve client issues, acting as the client liaison with other bank departments. Follow up with clients to assure resolution. Develop and maintain long-term relationships with clients. Provide back up to PBRM when needed.
- Participate as a private banking team member to accomplish private banking goals and objectives. Support PBRM with their marketing plans and objectives. Assist PBRM in efforts to mine commercial portfolios for prospect and cross sell opportunities.
- Assist Private Banking with Salesforce reporting, pipeline management and meeting agendas.
- Participate in offered training classes to maintain and acquire additional job knowledge and skills.
- Comply with all department and company policies, procedures and banking regulations.
- Perform other duties as assigned.
Qualifications:
- Excellent interpersonal, client service, and sales skills.
- Excellent written and verbal communication skills.
- Professional appearance and demeanor, including excellent phone etiquette.
- Strong work ethic with the ability to analyze and rationalize decisions.
- Team-oriented, possess a positive attitude and work well with others.
- This position requires a person who is capable of relating to individuals of various backgrounds and social standing. Situations that present themselves may require sensitivity to both client and bank needs and goodwill.
- Represent the bank in a manner that maintains the highest level of confidentiality.
- Strong organizational skills, detail-oriented with the ability to establish priorities and to handle transactions with a high degree of accuracy and timeliness. Must be able to multi-task and work independently.
- Familiar with a variety of account ownerships, both personal and business to effectively assist clients' needs in opening accounts and obtain required documentation.
Supervisory Responsibilities:
- None
Education and/or Experience:
- Bachelor's degree from a four year college or university; or three years related experience and/or training; or a combination of education and experience.
Computer and Software Skills:
- Skilled in operation of a personal computer, including intermediate Microsoft Word, Excel, PowerPoint
- Google Mail
- Knowledge of IBS, Image Now, Salesforce, FIS, and Finzly WIr
Certificates, Licenses and Registrations:
- National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations.
- Notary
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
About Enterprise Bank & Trust
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Saint Louis, MO, US
Year founded
1988