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Ascendo Resources · 8 hours ago

Client Services Associate

Los Angeles, CA

Full-time

Onsite

New Grad, Entry, Mid, Senior Level

$65K/yr - $100K/yr

0+ years exp

Ascendo Resources is an independent, nationally ranked investment advisory firm specializing in providing sophisticated financial planning and investment advice to high-net-worth families. They are seeking a Client Service Associate to support advisory teams and provide exceptional client service while managing operational tasks and client relationships.

Human ResourcesStaffing Agency

No H1B

Hiring Manager

Dan Johnson

Responsibilities

Provide operational and administrative support to Client Advisors in daily business practices

Act as a key point of contact for client issues and concerns

Build client relationships while delivering white-glove customer service

Organize, track, and lead team projects through successful completion

Work cross-functionally with investment, accounting, and operational teams to ensure client needs are met

Manage individual client web portals and educate clients on available capabilities and services

Coordinate with clients’ outside advisors, including CPAs and estate planning attorneys, to deliver holistic service

Own account maintenance for new and existing clients, including collecting client-specific information, preparing and obtaining documentation, communicating with custodians, and ensuring regulatory compliance

Qualification

Client serviceInterpersonal skillsSeries 65Microsoft OfficeGoogle WorkspaceTime managementOrganizational skillsWritten communicationVerbal communication