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Customer Service Rep Customer Success Mgr./ CSM Client Relationship Manager HelpDesk/Support

Investment Client Services Associate

Job in Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listing for: Sunward
Full Time position
Listed on 2026-03-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM, Client Relationship Manager, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Albuquerque is seeking an Investment Client Service Representative. This role connects members with tailored financial solutions, providing support to advisors and managing member interactions. The ideal candidate should have excellent interpersonal skills, experience in customer service, and proficiency in CRM software. Join a dynamic team that promotes investment services and ensures seamless member experiences through proactive service and account support.
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Position Requirements
10+ Years work experience
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