Client Associate - Private Wealth Management

Ascendo Resources; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and Spanish. The role involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for professional growth in a dynamic environment.

Qualifications

• 1+ years of professional experience within a financial services firm working with high-net-worth individuals or families.
• Ability to facilitate effective communication among teams and clients.
• Experience in providing administrative support in a financial context.

Responsibilities

• Facilitate seamless communication between internal teams and external partners.
• Provide comprehensive administrative support to advisory teams.
• Manage routine account maintenance tasks and documentation for client portfolios.
• Act as a liaison for client service requests.

Skills

Bilingual in English and Spanish

Client-first mindset

Strong organizational capabilities

Multitasking in a fast-paced setting

Education

Bachelor’s degree from an accredited institution

Job description

Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate

Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period of growth and offers a fantastic environment for professional development. This firm is on an upward trajectory and seeks a dedicated individual to support their international operations. The ideal candidate will have a client-first mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore, due to the specific needs of the client base, the successful applicant must possess full professional proficiency in both English and Spanish along with a completed Bachelor\'s degree.

Responsibilities

• Facilitate seamless communication flows between internal operational teams and external banking partners or vendors.
• Provide comprehensive administrative support to advisory teams to ensure efficient daily workflows.
• Manage routine account maintenance tasks and oversee documentation requirements for client portfolios.
• Act as a liaison to ensure all client service requests are handled with precision and professionalism.

Qualifications

• Must be fully bilingual in English and Spanish to effectively manage international correspondence.
• 1+ years of professional experience within a financial services firm working with high-net-worth individuals or families is required.
• Bachelor’s degree from an accredited institution is a mandatory prerequisite.
• Strong organizational capabilities and the ability to multitask in a fast-paced setting.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.