Client Operations Associate

Ascendo Resources; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Ascendo Resources is seeking a Client Operations Associate in Boca Raton, Florida. This role supports client account servicing and operational functions within a financial services firm. Ideal candidates will have a Bachelor's degree in business or a related field, alongside experience in financial services. Responsibilities include transaction processing, client inquiries, and maintaining client records. The firm champions diversity and equal opportunity, welcoming various backgrounds in its workforce.

Qualifications

• Bachelor's degree preferred in business administration or related field.
• Experience in financial services, operations, or client support.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide administrative and operational support for client accounts.
• Process transactions including wires, transfers, and account updates.
• Respond to client inquiries and service requests.

Skills

Interpersonal skills

Problem-solving abilities

Organizational skills

Analytical abilities

Proficiency in CRM systems

Proficiency in Microsoft Office

Education

Bachelor's degree in business administration, marketing, or related field

Tools

CRM systems

Microsoft Office suite

Job description

Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office operations, offering a strong foundation in financial services.

Your role:

• Provide administrative and operational support for client accounts, ensuring accuracy and timely processing
• Assist with account opening, maintenance, and documentation in accordance with regulatory requirements
• Process transactions including wires, transfers, trade settlements, and account updates
• Respond to client inquiries and service requests, escalating complex issues as needed
• Maintain and update client records, ensuring data integrity across systems
• Coordinate with internal teams such as trading, compliance, and portfolio management to resolve operational issues
• Assist in preparing client reports, statements, and performance summaries
• Ensure adherence to firm policies, procedures, and regulatory standards

Qualifications:

• Bachelor's degree in business administration, marketing, or a related field (preferred).
• Previous experience in financial services, operations, or client support role
• Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
• Strong problem-solving and analytical abilities, with a proactive and solution-oriented mindset.
• Exceptional organizational skills, with the ability to manage multiple priorities and meet deadlines.
• Proficiency in using CRM systems, customer support tools, and Microsoft Office suite.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.