Senior Wealth Client Advisor | Relationship & Portfolios

Ascendo Resources; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Ascendo Resources is seeking a seasoned Client Service professional in Miami, FL to serve as the primary contact for assigned clients and support financial advisors in managing portfolios. You will proactively address inquiries, prepare paperwork, and coordinate meetings while ensuring regulatory compliance.

The role requires a Bachelor's degree in finance or related field, 4+ years of client service experience in financial services, and FINRA Series 7/66.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 4+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
• FINRA Series 7/66 required
• 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.

Responsibilities

• Serve as the primary point of contact for assigned clients, building 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.

Skills

Client service

Communication

Team collaboration

Detail oriented

Education

Bachelor's degree in finance, business administration, or related field

Tools

CRM software

Job description

Ascendo Resources is seeking a seasoned Client Service professional in Miami, FL to serve as the primary contact for assigned clients and support financial advisors in managing portfolios. You will proactively address inquiries, prepare paperwork, and coordinate meetings while ensuring regulatory compliance.

The role requires a Bachelor's degree in finance or related field, 4+ years of client service experience in financial services, and FINRA Series 7/66.