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Ascendo Resources · 7 hours ago

Junior Client Services Associate

Miami, FL

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $55K/yr

Ascendo Resources is a certified minority-owned staffing firm seeking a motivated and detail-oriented Junior Client Services Associate to support their wealth management team. The role focuses on delivering a high-quality client experience by assisting with various client servicing activities and maintaining compliance with regulatory requirements.

Human ResourcesStaffing Agency

Responsibilities

Support advisors and senior client service team members with day-to-day client servicing activities

Assist with account opening, maintenance, and documentation in compliance with firm and regulatory requirements

Prepare client reports, meeting materials, and follow-up items

Respond to client inquiries in a timely, professional manner (phone, email, and in person)

Coordinate transaction processing, service requests, and workflow tracking

Maintain accurate client records and ensure data integrity across systems

Partner with internal teams (operations, compliance, trading) to resolve client issues

Learn firm policies, products, and investment platforms

Qualification

Financial services experienceMicrosoft Office proficiencyBachelor’s degree in financeCRM familiarityWillingness to complete SIECommunication skillsAttention to detailOrganizational skillsConfidentiality handling