Registered Client Services Associate

Ascendo Resources

Washington (District of Columbia)

On-site

USD 75,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in financial services is seeking a Client Services Associate to enhance client relations. This full-time position requires strong communication skills and a deep understanding of financial products. The successful candidate will handle client accounts, execute administrative tasks, and ensure high satisfaction levels. Ideal candidates should be detail-oriented and proactive, with a preference for a background in finance.

Qualifications

Bachelor's degree preferred in a relevant field.
Series 7 License preferred or willingness to obtain.
Previous experience in client service or administrative roles.

Responsibilities

Servicing clients and managing accounts.
Handling confidential details and preparing documentation.
Providing administrative support including document and presentation management.

Skills

Communication

Client-focused attitude

Attention to detail

Multitasking

Proficiency with MS Office

Education

Bachelor's degree in Finance or a related field

Job description

22 hours ago Be among the first 25 applicants

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $85,000.00/yr

Additional compensation types

Annual Bonus

Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts, and ensure a high level of satisfaction.

Key Responsibilities:

Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction
The ideal candidate will have a proactive mindset to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks
Handle highly confidential details and collect and prepare information for use in discussions/meetings of executive staff
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Perform special projects as assigned

Requirements:

Bachelor's degree in Finance or a related field preferred
Series 7 License preferred or willingness to obtain
Previous client service or administrative experience in the financial services industry
Capable of multitasking and has high attention to detail and accuracy
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

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.

Seniority level