Financial Services Client Success Associate

Ascendo Resources; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities include servicing clients, managing accounts, and providing administrative support. This full-time role offers competitive compensation within the salary range of $70,000 to $100,000 annually.

Qualifications

• Bilingual preferred - English & Spanish.
• Previous client service or administrative experience in the financial services industry.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Servicing clients, marketing, and scheduling.
• Managing database and providing general organizational support.
• Onboarding and maintaining client accounts.

Skills

Strong communication skills

Client-focused attitude

Bilingual (English & Spanish)

Attention to detail

Proficiency in MS Office

Proactive mindset

Team player

Education

Bachelor's degree in Finance or related field

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities include servicing clients, managing accounts, and providing administrative support. This full-time role offers competitive compensation within the salary range of $70,000 to $100,000 annually.