Wealth Management Client Services Associate

Ascendo Resources; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

A large Registered Investment Advisor in the United States is looking for a Client Service Associate to manage client relationships and support account operations. The ideal candidate should have a Bachelor's degree, 2+ years of experience in financial services, and be fluent in English and Spanish. This full-time role involves coordinating with banks and ensuring a high level of service for clients.

Qualifications

• 2+ years of experience in operations or client service within a financial services firm.
• Strong proficiency in Microsoft Office Suite.
• Understanding of investment products and custodian processes preferred.

Responsibilities

• Serve as the primary point of contact for clients on service-related requests.
• Support Portfolio Managers in daily account operations.
• Coordinate with banks and custodians to resolve operational issues.
• Maintain client files ensuring accuracy and compliance.

Skills

Client relationship management

Organizational skills

Analytical skills

Problem-solving

Microsoft Excel

Fluent in English and Spanish

Education

Bachelor’s degree in Business, Finance, Economics or related field

Tools

Microsoft Word

Microsoft PowerPoint

Job description

A large Registered Investment Advisor in the United States is looking for a Client Service Associate to manage client relationships and support account operations. The ideal candidate should have a Bachelor's degree, 2+ years of experience in financial services, and be fluent in English and Spanish. This full-time role involves coordinating with banks and ensuring a high level of service for clients.