Apply on Employer Site

Ascendo Resources · 1 day ago

Client Services Associate

Miami, FL

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $100K/yr

2+ years exp

Ascendo Resources is seeking a polished Bilingual Client Services Associate for their client. The role involves supporting portfolio managers and interacting with clients to address inquiries and provide exceptional customer service.

Human ResourcesStaffing Agency

Hiring Manager

Diego Mejia

Responsibilities

Supporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance

Communicate with prospective, new, and existing clients

Address client inquiries, resolve discrepancies, and respond to other requests

Provide exceptional customer service at all times

Coordinate with internal groups such as Portfolio Management, Operations, Financial Advisory, Administration, and Accounting

Qualification

Client Services ExperienceBilingual EnglishBilingual SpanishAnalytical SkillsMicrosoft OfficeCommunication SkillsInterpersonal SkillsProblem-Solving SkillsAttention to Detail