Financial Operations & Client Services Specialist

Ascendo Resources, LLC; Boca Raton (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Ascendo Resources, LLC seeks a Financial Operations Associate to join a growing team in Boca Raton, FL. The role combines client service with back-office operations, focusing on accurate processing, regulatory compliance, and data integrity across systems.

You will support daily account servicing and collaborate with trading, compliance, and portfolio teams. This position is ideal for detail-oriented professionals looking to gain experience in financial operations and client relationship

Qualifications

• Bachelor's degree in business, finance, marketing, or a related field preferred.
• Previous experience in financial services, operations, or client support.
• Strong interpersonal and communication skills, with the ability to build positive client relationships.
• Excellent analytical and problem-solving abilities, with a proactive approach to resolving issues.
• Strong organizational skills and the ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office and familiarity with CRM platforms and client service systems.

Responsibilities

• Provide day-to-day operational support for client accounts, ensuring accurate and timely processing.
• Assist with account opening, maintenance, and documentation in compliance with regulatory requirements.
• Process financial transactions, including wire transfers, asset movements, trade settlements, and account updates.
• Respond to client inquiries and service requests, escalating complex issues when necessary.
• Maintain accurate client records and ensure data integrity across internal systems.
• Collaborate with trading, compliance, and portfolio management teams to resolve operational issues.
• Assist with preparing client reports, account statements, and performance summaries.
• Follow established policies, procedures, and applicable regulatory guidelines.

Skills

Interpersonal skills

Analytical skills

Communication skills

Organizational skills

Problem solving

Microsoft Office

CRM platforms

Education

Bachelor's degree in business/finance/related field

Tools

CRM platforms

Job description

Ascendo Resources, LLC seeks a Financial Operations Associate to join a growing team in Boca Raton, FL. The role combines client service with back-office operations, focusing on accurate processing, regulatory compliance, and data integrity across systems.

You will support daily account servicing and collaborate with trading, compliance, and portfolio teams. This position is ideal for detail-oriented professionals looking to gain experience in financial operations and client relationship