What are the responsibilities and job description for the Client Associate position at Ascendo Resources?
Ascendo is excited to present an amazing opportunity to launch your career in the financial services industry!
Are you looking to get your foot in the door in finance? This is your chance to join a growing, fast-paced team where you’ll gain hands-on experience in investment operations and client services. If you’re detail-oriented, eager to learn, and passionate about building a career in finance, this role is the perfect stepping stone! Bonus points if you speak Spanish—bilingual candidates are highly valued!
Responsibilities :
- Assist with investment operations, including research and portfolio-related tasks.
- Provide top-notch client support by handling inquiries and service requests.
- Work closely with advisors and portfolio managers to ensure smooth client interactions.
- Help track new business opportunities and maintain client records.
- Prepare and review financial documents for accuracy before submission.
- Participate in team meetings focused on investment and insurance updates.
- Support various administrative and operational tasks as needed.
Qualifications :
Benefits :
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
