Financial Operations Associate

Ascendo-Resources; Fort Lauderdale (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Ascendo-Resources seeks a Financial Operations Associate for a growing team in South Florida. The role supports day-to-day servicing of client accounts and operational functions within a financial services firm, offering exposure to both client-facing support and back-office operations.

You will assist with account opening, maintenance, and documentation in accordance with regulatory requirements, process wires and settlements, respond to client inquiries, maintain client records, and coordinate

Qualifications

• Bachelor's degree in business administration, marketing, or a related field.
• Experience in financial services, operations, or client support role.
• Excellent interpersonal and communication skills with ability to build rapport with clients.
• Strong problem-solving and analytical abilities with a proactive mindset.
• Exceptional organizational skills to manage multiple priorities and deadlines.
• Proficiency in using CRM systems, customer support tools, and Microsoft Office.

Responsibilities

• Provide administrative and operational support for client accounts, ensuring accuracy and timely processing.
• Assist with account opening, maintenance, and documentation in accordance with regulatory requirements.
• Process transactions including wires, transfers, trade settlements, and account updates.
• Respond to client inquiries and service requests, escalating complex issues as needed.
• Maintain and update client records, ensuring data integrity across systems.
• Coordinate with internal teams such as trading, compliance, and portfolio management to resolve operational issues.
• Assist in preparing client reports, statements, and performance summaries.
• Ensure adherence to firm policies, procedures, and regulatory standards.

Skills

Interpersonal communication

Client support

Problem solving

Organizational skills

Data accuracy

CRM proficiency

Education

Bachelor's degree in business administration/related field

Tools

CRM systems

Microsoft Office

Customer support tools

Job description

Seeking a Financial Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office operations, offering a strong foundation in financial services.

Your role:

• Provide administrative and operational support for client accounts, ensuring accuracy and timely processing
• Assist with account opening, maintenance, and documentation in accordance with regulatory requirements
• Process transactions including wires, transfers, trade settlements, and account updates
• Respond to client inquiries and service requests, escalating complex issues as needed
• Maintain and update client records, ensuring data integrity across systems
• Coordinate with internal teams such as trading, compliance, and portfolio management to resolve operational issues
• Assist in preparing client reports, statements, and performance summaries
• Ensure adherence to firm policies, procedures, and regulatory standards

Qualifications:

• Bachelor's degree in business administration, marketing, or a related field (preferred).
• Previous experience in financial services, operations, or client support role
• Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
• Strong problem-solving and analytical abilities, with a proactive and solution-oriented mindset.
• Exceptional organizational skills, with the ability to manage multiple priorities and meet deadlines.
• Proficiency in using CRM systems, customer support tools, and Microsoft Office suite.