Client Service Associate - Bilingual - English/Spanish

Ascendo Resources; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Ascendo Resources is seeking a Client Service Associate in New York to serve as the primary contact for assigned clients, building trusted relationships and delivering proactive service. You will support financial advisors with account openings, transfers, and maintenance to ensure smooth operations.

This role requires a bachelor's degree in finance or business, 2+ years in client service within financial services, and strong communication and organizational skills to manage multiple tasks in a

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 2+ years of client service experience in financial services, preferably wealth management or investment advisory.
• Strong understanding of financial products and services, including investments, retirement accounts, and insurance products.
• Excellent communication and interpersonal skills with the ability to build rapport and collaborate with internal teams.
• Detail-oriented with strong organizational skills and ability to manage multiple tasks in a fast-paced environment.

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.

Skills

Client relationships

Communication

Interpersonal skills

Organization

Prioritization

Education

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

Tools

CRM software

Portfolio systems

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.