5 client support manager jobs at 5 companies in Santa Fe, NM
2mo
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Client Support & Benefits Representative
Santa Fe, New Mexico, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to work independently and manage time.
CRM
1mo
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Private Client Portfolio Manager I
Santa Fe, New Mexico, United States
OnsiteFull Time
3+ YOEDeliver high-quality client service for private banking and wealth clients; open accounts, support relationship managers, handle loan processes, and assist business development. Bachelor's or 3 years related experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly WIr
4d
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Treasury Management Operations Specialist (Client Support)
Santa Fe, New Mexico, United States
OnsiteFull Time
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience. Strong client service, team leadership, organizational, troubleshooting, Microsoft Office, Excel, Word, and regulatory compliance skills required; supervisory experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, ACH, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Sweep Accounts, Lockbox, web conferencing software, PC
3w
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Intake and Administrative Coordinator - Intake & Constituent Services
Albuquerque or Santa Fe or Las Cruces
$27-$41/hr OnsiteFull Time
4+ YOEProvide responsive customer service, triage and document inquiries, assess jurisdiction and urgency, manage records and scheduling, and maintain client management database; bachelor\u0002s degree or equivalent experience; valid driver\u0002s license and Defensive Driving Course required.
Visual/Video Display Terminal (VDT), client management database
2d
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BCBA and BCaBA Career Opportunity at Team PBS in New Mexico
Coyote, New Mexico, United States
$43k-$133k/yr FieldFull Time, Part Time
Active BCBA or BCaBA certification in good standing with the BACB and a related degree. Requires behavior-plan experience, reliable transportation, travel to client locations, leadership, communication, and physical client-support abilities.