Finance Client Services Associate — Client Focus & Impact

Ascendo Resources; Washington (District of Columbia); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in financial services is seeking a Client Services Associate to enhance client relations. This full-time position requires strong communication skills and a deep understanding of financial products. The successful candidate will handle client accounts, execute administrative tasks, and ensure high satisfaction levels. Ideal candidates should be detail-oriented and proactive, with a preference for a background in finance.

Qualifications

• Bachelor's degree preferred in a relevant field.
• Series 7 License preferred or willingness to obtain.
• Previous experience in client service or administrative roles.

Responsibilities

• Servicing clients and managing accounts.
• Handling confidential details and preparing documentation.
• Providing administrative support including document and presentation management.

Skills

Communication

Client-focused attitude

Attention to detail

Multitasking

Proficiency with MS Office

Education

Bachelor's degree in Finance or a related field

Job description

A leading company in financial services is seeking a Client Services Associate to enhance client relations. This full-time position requires strong communication skills and a deep understanding of financial products. The successful candidate will handle client accounts, execute administrative tasks, and ensure high satisfaction levels. Ideal candidates should be detail-oriented and proactive, with a preference for a background in finance.