Ascendo Resources · 3 hours ago
Wealth Management Support Associate
Fort Lauderdale, FL
Full-time
Hybrid
Entry Level
2+ years expAscendo Resources is seeking a client-facing specialist to train and support Registered Representatives and office staff across a broker-dealer organization. This role focuses on onboarding, Tier 1–2 support, and optimizing core wealth management platforms to ensure operational efficiency and compliance.
Human ResourcesStaffing Agency
Hiring Manager
Eddy Figueredo, MBA
Responsibilities
Manage ticket intake and troubleshooting for access, data latency, and workflows across NetX360, Wealthscape, Docupace, and Albridge
Design and deliver training (webinars, SOPs) for advisors and staff, and translate release notes into best practices
Coordinate technology setups for new registrations and office moves, including entitlement validation and Docupace workflows
Monitor daily data feeds and support Broadridge ACS setup, including payout grids and month-end compensation processing
Partner with major custodians (Pershing, Fidelity) and vendors on issues, testing, and release schedules
Qualification
Required
2+ years of experience in financial services or banking technology support or operations
Hands-on experience with at least two of the following: Pershing NetX360, Fidelity Wealthscape, Docupace, Albridge, or Broadridge ACS
Strong understanding of brokerage workflows (account opening, ACATs, trading, and payouts)
Proficiency with Excel (vlookup, pivot tables) and ticketing systems
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