Wealth Client Services & Onboarding Specialist

Ascendo-Resources; Boca Raton (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Ascendo-Resources is seeking a Client Service Associate to support wealth management operations. You will process new accounts, maintenance requests, and money movements, ensuring accuracy, regulatory compliance, and timely service.

Collaboration with Financial Advisors and Relationship Managers is essential to deliver a high-quality client experience. The role requires attention to detail, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Bachelor’s degree preferred in Finance/Business Administration or related field.
• 2+ years of operations/client service/back-office experience in wealth management or financial services.
• Familiar with account opening procedures and money movement processes.
• Knowledge of KYC/AML and compliance standards.
• Strong attention to detail and multitasking in a fast-paced environment.
• Excellent organizational, communication, and problem-solving skills.
• Proficient with Microsoft Office; CRM or custodial platforms a plus.

Responsibilities

• Process new account openings for brokerage and advisory accounts, ensuring documentation is complete and compliant.
• Review and execute account maintenance requests and beneficiary changes.
• Handle money movement requests (wires, ACH, journals, internal transfers) accurately and timely.
• Perform quality control to ensure KYC/AML compliance.
• Collaborate with Financial Advisors, Relationship Managers, and Client Service teams.
• Track and manage operational workflows within SLAs.
• Investigate discrepancies related to account activity and transactions.
• Maintain records of client requests and actions.
• Support audits, compliance reviews, and internal reporting.
• Identify opportunities to improve processes and efficiency.

Skills

Attention to detail

Organizational skills

Communication skills

Problem-solving

Multi-tasking

Regulatory/compliance awareness (KYC/"

Education

Bachelor’s degree in Finance/Business Administration or related field

Tools

Microsoft Office

CRM software

Custodial platforms

Job description

Ascendo-Resources is seeking a Client Service Associate to support wealth management operations. You will process new accounts, maintenance requests, and money movements, ensuring accuracy, regulatory compliance, and timely service.

Collaboration with Financial Advisors and Relationship Managers is essential to deliver a high-quality client experience. The role requires attention to detail, strong organizational skills, and the ability to manage multiple tasks in a fast-paced environment.