Client Services Associate jobs in United States
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Ascendo Resources ยท 8 hours ago

Client Services Associate

positionAventura, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $100K/yr

Ascendo Resources is representing a prestigious firm in the Wealth Management industry seeking a Bilingual Client Services Associate. This role involves acting as a liaison between clients and banking institutions while ensuring seamless service delivery and compliance with regulatory requirements.

Human ResourcesStaffing Agency
Hiring Manager
Daniel Longman, MSF
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Responsibilities

Act as the primary liaison between clients and banking institutions to address and resolve complex operational matters
Oversee the complete new account process, including the meticulous review of subscription agreements and due diligence materials
Partner across internal teams, including operations and accounting, to ensure seamless service delivery and workflow
Process client transactions and general inquiries with speed, precision, and a high level of discretion
Adhere rigidly to all regulatory requirements and internal compliance guidelines to mitigate risk
Assist in the logistical coordination of client engagements, including high-level meetings and calls

Qualification

Bilingual fluencyMicrosoft OfficeFinance degreeAttention to detailExecutive presenceMultitaskingOrganizational skills

Required

Bilingual fluency in Spanish and English is required for this position
Undergraduate degree focused on Finance, Business, or a relevant discipline
Proven track record of multitasking and managing competing deadlines without sacrificing quality
Advanced technical skills, specifically within the Microsoft Office ecosystem and PDF management tools
High level of attention to detail and superior organizational capabilities
Executive presence with the ability to communicate effectively with high-profile individuals and leadership

Benefits

Fantastic benefits

Company

Ascendo Resources

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Glassdoor3.5
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Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
dateFounded in 2009
location
Coral Gables, Florida, USA
people-size201-500 employees
web-link
http://ascendo.com

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Berger
Co-Founder of Healthcare Operations
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Brandie Jimenez
Partner at Ascendo Resources
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Recent News

TecHR Series
Ascendo Resources Celebrates Company-Wide Team Member Promotions
2022-02-01
Company data provided by crunchbase