Ascendo Resources ยท 2 hours ago
Senior Client Service Officer - Wealth Management
Miami, FL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $100K/yr
3+ years expAscendo Resources is seeking a Senior Client Service Officer in Wealth Management. The role involves serving as the primary point of contact for clients, building strong relationships, and assisting financial advisors in managing client portfolios.
Human ResourcesStaffing Agency
Responsibilities
Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity
Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed
Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail
Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance
Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies
Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up
Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations
Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity
Qualification
Required
Bachelor's degree in finance, business administration, or a related field
3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory
Bilingual - English & Spanish
Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products
Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams
Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment
Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred
Company
Ascendo Resources
Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Berger
Co-Founder of Healthcare Operations
Brandie Jimenez
Partner at Ascendo Resources
Recent News
2022-02-01
Company data provided by crunchbase