Wealth Management Client Experience Lead

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

Job summary

A financial services company in Miami seeks an experienced client service professional to build and maintain relationships with clients. The successful candidate will communicate proactively with clients, assist in managing portfolios, and ensure compliance with regulatory requirements. Applicants should possess a Bachelor's degree in finance or a related field, have over 3 years of relevant experience, and demonstrate strong organizational and communication skills. Knowledge of financial products is essential.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• 3+ years of experience in client service within the financial services industry.
• Strong understanding of financial products including investment vehicles and retirement accounts.

Responsibilities

• Serve as the primary point of contact for assigned clients, building strong relationships.
• Proactively communicate with clients to address inquiries and provide updates.
• Assist financial advisors in managing client portfolios and account maintenance.

Skills

Client relationship management

Communication skills

Detail-oriented

Organizational skills

Education

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

Tools

CRM software (e.g., Salesforce)

Microsoft Office Suite

Job description

A financial services company in Miami seeks an experienced client service professional to build and maintain relationships with clients. The successful candidate will communicate proactively with clients, assist in managing portfolios, and ensure compliance with regulatory requirements. Applicants should possess a Bachelor's degree in finance or a related field, have over 3 years of relevant experience, and demonstrate strong organizational and communication skills. Knowledge of financial products is essential.