Financial Ops Associate - Client Services & Trade Support

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

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.