Client Services Associate

Ascendo Resources; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

A large Registered Investment Advisor in the United States is looking for a Client Service Associate to manage client relationships and support account operations. The ideal candidate should have a Bachelor's degree, 2+ years of experience in financial services, and be fluent in English and Spanish. This full-time role involves coordinating with banks and ensuring a high level of service for clients.

Qualifications

• 2+ years of experience in operations or client service within a financial services firm.
• Strong proficiency in Microsoft Office Suite.
• Understanding of investment products and custodian processes preferred.

Responsibilities

• Serve as the primary point of contact for clients on service-related requests.
• Support Portfolio Managers in daily account operations.
• Coordinate with banks and custodians to resolve operational issues.
• Maintain client files ensuring accuracy and compliance.

Skills

Client relationship management

Organizational skills

Analytical skills

Problem-solving

Microsoft Excel

Fluent in English and Spanish

Education

Bachelor’s degree in Business, Finance, Economics or related field

Tools

Microsoft Word

Microsoft PowerPoint

Job description

Overview

Executive Director of Financial Services / Partner - Ascendo Resources

A large and growing Registered Investment Advisor (RIA) is seeking a Client Service Associate to join its dynamic team. The firm serves a sophisticated client base and offers customized investment management solutions across multiple asset classes.

Responsibilities

• Serve as the primary point of contact for clients on all service-related requests and administrative matters.
• Support Portfolio Managers in daily account operations and client relationship management.
• Coordinate with banks, custodians, and counterparties to resolve operational issues and ensure seamless execution of transactions.
• Assist in the opening and maintenance of investment accounts, including review of onboarding documentation and completion of KYC/AML requirements.
• Prepare and review subscription documents, fund transfers, and client reporting packages.
• Manage client correspondence, track deliverables, and ensure timely responses to inquiries.
• Prepare and maintain client files, ensuring accuracy, confidentiality, and compliance with firm standards.
• Support the completion of due diligence requests and assist with internal audits or compliance reviews.
• Partner with internal departments (operations, compliance, accounting, portfolio management) to streamline processes and enhance the client experience.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field required.
• 2+ years of experience in operations or client service within a financial services firm (preferably RIA, private bank, or wealth management environment).
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent organizational, project management, and follow-up skills with high attention to detail.
• Strong analytical and problem-solving abilities; ability to multitask and manage competing priorities effectively.
• Professional communication and interpersonal skills; ability to build trust with high-net-worth clients and external partners.
• Fluent in English and Spanish (both written and verbal) required.
• Knowledge of investment products, account structures, and custodian processes is highly preferred.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Financial Services, Banking, and Investment Management