What are the responsibilities and job description for the Client Service Associate - Wealth Management position at Ascendo Resources?
We are seeking a highly motivated Client Services Associate to join our client. In this role, you will be responsible for managing the day-to-day operations and serving as the primary point of contact between our clients and service providers.
Key Responsibilities:
- Serve as the main point of contact between clients and service providers, ensuring effective communication and timely delivery of services.
- Review engagement letters and properly communicate client instructions to service providers such as attorneys, accountants, trust companies, and other vendors.
- Assist clients with Private Equity matters including subscriptions, capital calls, distributions, and other communication materials.
- Coordinate with internal teams and external service providers to ensure seamless and efficient operations.
- Develop and maintain strong relationships with clients and service providers.
- Manage and prioritize tasks to meet deadlines and provide high-quality service to clients.
- Keep up-to-date with industry trends and regulations related to Private Equity and related matters.
- Perform other duties as assigned by management.
Requirements:
- Bachelor's degree in Business Administration, Finance, or related field.
- Minimum of 2 years of experience in operations and client services
- FINRA licenses preferred but not required
- Attention to detail and able to multitask in fast environment.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
