Client Services Associate jobs in United States
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Ascendo Resources ยท 1 day ago

Client Services Associate

Ascendo Resources is a certified minority owned staffing firm seeking a dedicated and customer-focused professional to join their team as a Client Services Associate. This role is crucial for providing exceptional service to clients, building strong relationships, and collaborating with internal teams to deliver outstanding solutions.

Human ResourcesStaffing Agency

Responsibilities

Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction
The ideal candidate will have a proactive mindset to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks
Handle highly confidential details and collect and prepare information for use in discussions/meetings of executive staff
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Perform special projects as assigned

Qualification

Client service experienceMS Office proficiencyBilingual - English & SpanishAttention to detailTeam collaboration

Required

Previous client service or administrative experience in the financial services industry
Capable of multitasking and has high attention to detail and accuracy
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

Preferred

Bachelor's degree in Finance or a related field preferred
Bilingual preferred - English & Spanish

Company

Ascendo Resources

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Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.

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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Company data provided by crunchbase