Wealth Management Client Service Specialist

Ascendo Resources; Fort Lauderdale (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Ascendo Resources is seeking a Client Service Associate to support Financial Advisors and their clients within a growing wealth management organization. The role focuses on day-to-day client service, account administration, and operational activities with a high level of responsiveness and professionalism.

Ideal candidates will have prior experience in wealth management or financial services; FINRA Series 7 license is preferred, with additional securities licenses considered a plus.

Qualifications

• 2+ years in wealth management, brokerage, or financial services preferred.
• FINRA Series 7 preferred, licenses such as Series 63/65/66 are a plus.
• Experience supporting Financial Advisors and investment clients is preferred.

Responsibilities

• Provide day-to-day service and operational support to Financial Advisors and clients.
• Serve as main contact for client inquiries and account-related matters.
• Assist with opening and maintaining accounts (individual, joint, trust, retirement, corporate).
• Prepare and process new account documentation and maintenance requests.
• Process client transactions (ACH, wire, journals, checks, deposits, distributions, transfers).
• Assist with ACATs and asset-transfer requests; track and resolve exceptions.

Skills

Client service

Attention to detail

Communication skills

Multi-tasking

Tools

NetX360

Envestnet

Salesforce

Schwab Advisor Center

Fidelity Wealthscape

Job description

Ascendo Resources is seeking a Client Service Associate to support Financial Advisors and their clients within a growing wealth management organization. The role focuses on day-to-day client service, account administration, and operational activities with a high level of responsiveness and professionalism.

Ideal candidates will have prior experience in wealth management or financial services; FINRA Series 7 license is preferred, with additional securities licenses considered a plus.