Senior Client Service Associate - Wealth Management

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

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.