Wealth Management Client Services Associate

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

Job summary

Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients.

The responsibilities include serving as a primary client contact, assisting in onboarding, and maintaining accurate client records, ensuring a high level of service. Proficiency in Microsoft Office and experience with CRM systems are preferred.

Qualifications

• Minimum 2+ years of experience within wealth management, financial advisory, or financial services.
• Strong understanding of investment accounts and client servicing workflows.
• Excellent interpersonal and communication skills with a professional demeanor.

Responsibilities

• Serve as a primary point of contact for clients regarding account inquiries and support.
• Assist with client intake meetings and onboarding discussions alongside advisors.
• Coordinate client communications, follow-ups, and meeting preparation.

Skills

Client communication

Operational support

Relationship management

Organizational skills

Interpersonal skills

Attention to detail

Tools

CRM systems

Microsoft Office Suite

Job description

Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients.

The responsibilities include serving as a primary client contact, assisting in onboarding, and maintaining accurate client records, ensuring a high level of service. Proficiency in Microsoft Office and experience with CRM systems are preferred.