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Client Associate Jobs in New Mexico (NOW HIRING)

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

Albuquerque, NM

$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

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) ...

Client Manager

Albuquerque, NM

$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 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 ...

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 ...

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 ...

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 ...

Showing results 21-40

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 Aug 20, 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 is a client associate?

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.

What are the key skills and qualifications needed to thrive as a client associate?

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.

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 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:

Infographic showing various Client Associate job openings in New Mexico as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $49,388 per year, or $23.7 per hour.

Private Client Portfolio Manager I

Enterprise Bank & Trust

Santa Fe, NM • On-site

Full-time

Re-posted 14 days ago


Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
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.