Senior Client Service Associate

Ascendo Resources; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication and organizational skills are essential. The role offers a full-time position to enhance client experience and ensure regulatory compliance.

Qualifications

• 3 years of experience in client service within financial services, preferably in wealth management.
• Strong understanding of financial products including investment vehicles and retirement accounts.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as the primary point of contact for assigned clients.
• Proactively communicate with clients to address inquiries.
• Assist financial advisors in managing client portfolios.
• Prepare and process client paperwork accurately.
• Coordinate client meetings and follow-ups.
• Collaborate with internal teams to resolve client issues.
• Maintain accurate client records using CRM tools.

Skills

Client relationship management

Communication skills

Detail-oriented

Organizational skills

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite

CRM software (e.g. Salesforce)

Job description

Be among the first 25 applicants.

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
• Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
• Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
• Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
• Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
• Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
• Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• 3 years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
• Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
• Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
• Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Investment Banking, Banking, and Financial Services