Wealth Management Client Service Associate

Ascendo Resources; Fort Lauderdale (FL); Sur place; USD 52 000 - 76 000; Plein temps

Résumé du poste

Ascendo Resources in Fort Lauderdale, FL is seeking a Client Service Associate to support Financial Advisors and their clients within a growing wealth management organization. This role manages day-to-day client service needs, account administration, and operational activities with a high level of responsiveness and professionalism.

The ideal candidate will have prior experience within wealth management or financial services; a FINRA Series 7 license is preferred, along with additional

Qualifications

• 2+ years in wealth management, brokerage, or financial services preferred.
• Experience supporting Financial Advisors or investment clients strongly preferred.
• FINRA Series 7 preferred; Series 63/65/66 a plus.
• Familiar with account openings, money movement, and client servicing processes.

Responsabilités

• Provide day-to-day service and operational support to Financial Advisors and their clients.
• Serve as a key point of contact for client inquiries and account-related matters.
• Assist with opening and maintaining various investment accounts.
• Prepare and process new account documentation and maintenance requests.
• Process client transactions including transfers, deposits, and transfers.
• Coordinate client onboarding and ensure documentation is completed.
• Work with custodians, compliance, and internal teams to resolve requests.
• Maintain accurate client information in CRM and account systems.
• Assist Advisors with meeting prep, client documentation, and follow-up items.
• Respond to inquiries regarding account activity and online access.
• Identify and escalate discrepancies and time-sensitive requests.

Connaissances

Wealth management experience

Client service mindset

Attention to detail

Strong communication

CRM proficiency

Formation

Bachelor's degree or equivalent

Outils

NetX360

Envestnet

Salesforce

Schwab Advisor Center

Fidelity Wealthscape

Description du poste

Ascendo Resources in Fort Lauderdale, FL is seeking a Client Service Associate to support Financial Advisors and their clients within a growing wealth management organization. This role manages day-to-day client service needs, account administration, and operational activities with a high level of responsiveness and professionalism.

The ideal candidate will have prior experience within wealth management or financial services; a FINRA Series 7 license is preferred, along with additional