Client Service Associate - Bilingual - English/Spanish

Ascendo Resources; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Ascendo Resources is seeking a client service professional in New York to serve as the primary contact for assigned clients and support wealth management advisors. You will nurture relationships, address inquiries, and ensure accurate paperwork and adherence to regulatory requirements.

The role requires a finance/business degree, 2+ years in client service within financial services, and strong communication and organizational skills.

Qualifications

• Bachelor's degree required.
• 2+ years of experience in client service within financial services (wealth management or investment advisory preferred).
• Strong understanding of financial products and services (investments, retirement accounts, insurance).
• Excellent communication and interpersonal skills; ability to build rapport and collaborate with internal teams.
• Detail-oriented with strong organizational skills; able to prioritize multiple tasks in a fast-paced environment.

Responsibilities

• Build and maintain strong relationships with assigned clients, acting as the primary point of contact.
• Proactively communicate with clients to address inquiries and provide updates on account activity.
• Assist financial advisors with managing client portfolios, including account openings, transfers, and maintenance.
• Prepare and process client paperwork accurately, ensuring regulatory compliance and internal policies.
• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
• Collaborate with internal teams to resolve client issues in a timely manner and exceed expectations.
• Maintain accurate client records using CRM software and other tools to track interactions and activity.

Skills

Client relationship management

Communication skills

CRM software proficiency

Attention to detail

Team collaboration

Education

Bachelor's degree in finance, business administration, or a related field

Tools

CRM software

Job description

• 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.

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• 2+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
• 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.