Wealth Management Support 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

A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of contact for clients while also assisting with administrative and operational functions to ensure a high level of service and efficiency across the practice.

The ideal candidate will have prior experience within wealth management or financial advisory services and be comfortable working directly with high-net-worth clients in both a client-facing and operational capacity.

Responsibilities

• Serve as a primary point of contact for clients regarding account inquiries, service requests, and general relationship support
• Participate in client intake meetings, onboarding discussions, and review meetings alongside advisors
• Assist with gathering and organizing client documentation for new accounts, account maintenance, transfers, and other servicing needs
• Coordinate client communications, follow-ups, scheduling, and meeting preparation
• Support advisors with account opening, paperwork processing, money movements, and operational workflows
• Maintain accurate client records and ensure all documentation is compliant with internal and regulatory requirements
• Liaise with custodians, vendors, and internal teams to resolve account and operational issues
• Help deliver a high-touch client experience while building strong long-term relationships
• Assist with reporting, CRM updates, and administrative support functions as needed
• Ensure confidentiality, professionalism, and accuracy in all client interactions and operational processes

Qualifications

• Minimum 2+ years of experience within wealth management, financial advisory, private banking, or financial services
• Experience supporting financial advisors in both client-facing and operational capacities
• Strong understanding of investment accounts, account opening processes, transfers, and client servicing workflows
• Excellent interpersonal and communication skills with a professional demeanor
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Experience with CRM systems and custodial platforms preferred
• Proficient in Microsoft Office Suite, including Outlook and Excel
• FINRA licenses are a plus but not required