Client Service Associate
Clearstead Advisors LLC is hiring for Client Service Associate in Santa Fe, NM. Mid level. First seen September 11, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Clearstead Advisors LLC
- Where
- Santa Fe, NM
- Level
- Mid
- First seen
- September 11, 2026
- Listed via
- Paylocity
What the posting says
Custodial Operations & Account Administration Facilitate investment account transactions at custodians (primarily Fidelity), including: - Opening and closing accounts - Transferring assets - Money movement (wires, ACH, journals) - Charitable gifting - Trust distributions - General account maintenance and documentation - Work directly with Fidelity, 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…
Read more and apply on Clearstead Advisors LLC's site
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