Client Service Associate - Spanish Speaking

Ascendo Resources; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Ascendo Resources seeks a Spanish-speaking Client Service Associate to support a growing wealth management team. The role focuses on day-to-day servicing of client accounts, transaction processing, account maintenance, and coordination with internal operations and compliance teams.

The ideal candidate has 4+ years of experience in wealth management or financial services and is fluent in English and Spanish.

Qualifications

• 4+ years of experience in wealth management, private banking, brokerage, registered investment advisory, or financial-services operations.
• Fluency in English and Spanish required.
• Strong understanding of brokerage or investment account operations.
• Experience processing account openings, money movements, transfers, and account maintenance strongly preferred.

Responsibilities

• Provide operational and administrative support for client accounts and Financial Advisors
• Process new account openings, account maintenance, transfers, distributions, deposits, and other client transactions
• Coordinate ACATs, wire transfers, ACH transactions, journals, check requests, and cash movements
• Prepare and process account documentation, ensuring paperwork is complete and accurate
• Monitor transactions and account requests through completion and proactively resolve outstanding items
• Work closely with operations, compliance, custodians, and other internal departments to resolve account-related issues
• Assist with client onboarding, including gathering documentation and coordinating required forms
• Maintain accurate client and account information within internal systems and CRM platforms
• Support periodic account reviews, documentation updates, and operational/compliance requirements
• Respond to client service requests in both English and Spanish
• Research and resolve account discrepancies, transaction issues, and service requests
• Maintain organized records and ensure adherence to firm policies and regulatory requirements
• Provide additional operational support to the broader wealth management team as needed

Skills

Bilingual English/Spanish

Wealth management ops

Client servicing

CRM platforms

Tools

CRM systems

Job description

Seeking aSpanish-speaking Client Service Associate to support a growing wealth management team. This role will have a strong operational focus, supporting the day-to-day servicing of client accounts, transaction processing, account maintenance, and coordination with internal operations and compliance teams.

The ideal candidate has experience within wealth management, private banking, brokerage, or financial services and is comfortable working in a fast-paced, detail-oriented environment. Fluency in both English and Spanish is required.

Responsibilities

• Provide operational and administrative support for client accounts and Financial Advisors
• Process new account openings, account maintenance, transfers, distributions, deposits, and other client transactions
• Coordinate ACATs, wire transfers, ACH transactions, journals, check requests, and cash movements
• Prepare and process account documentation, ensuring paperwork is complete and accurate
• Monitor transactions and account requests through completion and proactively resolve outstanding items
• Work closely with operations, compliance, custodians, and other internal departments to resolve account-related issues
• Assist with client onboarding, including gathering documentation and coordinating required forms
• Maintain accurate client and account information within internal systems and CRM platforms
• Support periodic account reviews, documentation updates, and operational/compliance requirements
• Respond to client service requests in both English and Spanish
• Research and resolve account discrepancies, transaction issues, and service requests
• Maintain organized records and ensure adherence to firm policies and regulatory requirements
• Provide additional operational support to the broader wealth management team as needed

Qualifications

• 4+ years of experience in wealth management, private banking, brokerage, registered investment advisory, or financial-services operations
• Fluency in English and Spanish required
• Strong understanding of brokerage or investment account operations
• Experience processing account openings, money movements, transfers, and account maintenance strongly preferred
• Excellent organizational and problem-solving skills
• Comfortable communicating directly with high-net-worth clients when operational assistance is required
• Ability to work effectively with Financial Advisors, operations, compliance, and other internal teams