Demo

Client Associate

Ascendo Resources
North Miami, FL Full Time
POSTED ON 3/14/2025 CLOSED ON 4/9/2025

What are the responsibilities and job description for the Client Associate position at Ascendo Resources?

Ascendo is thrilled to present this amazing opportunity in the dynamic and fast-paced financial services industry! If you're looking to take your career to the next level, this role as a Client Associate could be your perfect match. Join an international hub that’s on an upward trajectory, and be part of a team driving excellence in client services, compliance, and innovative financial solutions. With opportunities to grow and make an impact, this position offers an exciting chance to thrive in a world-class environment.

Responsibilities

  • Serve as the primary point of contact for client inquiries, ensuring exceptional service and timely resolution of issues.
  • Collaborate with internal teams to support due diligence and ensure compliance with financial regulations, including EDD and AML processes.
  • Manage client accounts, providing detailed updates and maintaining accurate documentation.
  • Assist with client onboarding and oversee the adherence to regulatory and operational requirements.
  • Identify opportunities to enhance client relationships and promote satisfaction through proactive communication.

Qualifications

  • Series 7 license preferred.
  • Fluent in Spanish is a plus.
  • Background in Enhanced Due Diligence (EDD) or Anti-Money Laundering (AML) processes.
  • Proven ability to work in a fast-paced, detail-oriented environment while maintaining high levels of accuracy.
  • Strong interpersonal skills, with a focus on delivering superior client service.
  • Experience with financial or compliance-related platforms is an asset.
  • Benefits

  • Competitive salary and opportunities for growth.
  • Comprehensive health insurance plans.
  • Retirement savings plan with employer contributions.
  • Paid holidays and flexible time-off options.
  • Professional development programs and certifications.
  • ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

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