Wealth Client Experience Specialist

Ascendo Resources; Miami (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Ascendo Resources in Miami, FL is seeking a client service professional to be the primary contact for assigned clients, building trusted relationships and proactively addressing inquiries. You will support financial advisors with account openings, transfers, and maintenance, ensuring compliance and accurate paperwork.

The role requires a bachelor's degree in finance or a related field and 2+ years in wealth management or investment advisory, with strong communication and organizational skills.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 2+ years of client service experience in financial services.
• Knowledge of investment vehicles, retirement accounts, and insurance products.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational skills.

Responsibilities

• 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.

Skills

Client relations

Communication

CRM software

Organizational skills

Attention to detail

Education

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

Tools

CRM software

Job description

Ascendo Resources in Miami, FL is seeking a client service professional to be the primary contact for assigned clients, building trusted relationships and proactively addressing inquiries. You will support financial advisors with account openings, transfers, and maintenance, ensuring compliance and accurate paperwork.

The role requires a bachelor's degree in finance or a related field and 2+ years in wealth management or investment advisory, with strong communication and organizational skills.