Financial Operations Associate

Ascendo Resources; Fort Lauderdale (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Ascendo Resources in South Florida is seeking a Financial Operations Associate to support day-to-day servicing of client accounts within a growing financial services firm.

You will assist with account opening, maintenance, and documentation, process wires and transfers, respond to client inquiries, and coordinate with trading, compliance, and portfolio teams to ensure accurate and timely operations.

Qualifications

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

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 to resolve operational issues.
• Assist in preparing client reports, statements, and performance summaries.
• Ensure adherence to firm policies, procedures, and regulatory standards.

Skills

Interpersonal skills

Communication skills

Problem-solving

Organizational skills

CRM proficiency

Education

Bachelor's degree in business administration, marketing, or related field

Tools

CRM systems

Microsoft Office

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.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.