Skip to main content

Client Service Associate

Santa Fe Advisors, LLC

Client Service Associate The Client Service Associate (‘CSA’) will work with Santa Fe Advisors (‘SFA’) partners and staff to service and grow our client base. Responsibilities will include (but not be limited to): client service, event management, record-keeping, office administration, phone and mailing management, and special projects. Thorough and timely client service and proactive internal teamwork are the main priorities at SFA. The Client Service Associate will be an important member of a small entrepreneurial team and is expected to be flexible and adaptable. Act with the highest integrity and ethical standards. Represent SFA effectively and positively in the community. Put clients’ best interests first, maintain client and firm confidentiality, and be a trusted partner to other members of the SFA team. CSA will be active in the community and strive to build relationships that will grow SFA’s reputation and business.

Contact Information

Name: Kristina Alley