Client Services Associate | Financial Markets & HNW

Ascendo Resources; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) plan

Job summary

A staffing firm is seeking a Client Services Associate to provide exceptional service to high-net-worth clients. The ideal candidate should have a Bachelor’s degree in Finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities include servicing clients, managing accounts, and offering administrative support. This full-time role is ideal for a detail-oriented individual capable of multitasking in a fast-paced environment.

Qualifications

• Previous client service or administrative experience in the financial services industry.
• Capable of multitasking and has high attention to detail and accuracy.
• Able to interface and articulate well with all levels of employees and clients.

Responsibilities

• Service clients, manage accounts, and ensure high satisfaction.
• Provide administrative support, including document creation and editing.
• Onboard and maintain client accounts.

Skills

Strong communication skills

Client-focused attitude

Bilingual - English & Spanish

Proficiency with MS Office products

Multitasking

Attention to detail

Team player

Ability to work in a fast-paced environment

Education

Bachelor’s degree in Finance or related field

Job description

A staffing firm is seeking a Client Services Associate to provide exceptional service to high-net-worth clients. The ideal candidate should have a Bachelor’s degree in Finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities include servicing clients, managing accounts, and offering administrative support. This full-time role is ideal for a detail-oriented individual capable of multitasking in a fast-paced environment.