What are the responsibilities and job description for the Client Service Associate – Wealth Management position at Ascendo Resources?
Client Service Associate – Wealth Management
We’re partnering with a well-established financial institution that’s looking to add a Client Service Associate to their team. This is an exciting opportunity for someone who thrives in a fast-paced, client-first environment and has experience supporting financial advisors in the investment services space.
What You’ll Do:
- Assist with the onboarding of new client accounts and ensure all documentation is complete and accurate
- Handle ongoing account maintenance and operational requests (e.g., address changes, wire transfers, check requests)
- Maintain organized records of client activity, account documents, and branch-level files
- Respond to client inquiries, provide account info, and support advisors with daily operational needs
- Flag and escalate any unusual client activity or concerns to advisors or branch leadership
- Support general office functions—answering calls, filing, mailing, and assisting with projects
What You Bring:
- 2 years of experience in the investment or wealth management industry
- Strong administrative and client service skills
- Familiarity with investment products and basic securities regulations
- Excellent communication, time management, and critical thinking skills
- Ability to manage multiple tasks while delivering a top-tier client experience
Requirements:
- Bilingual: English / Spanish (required)
- Experience with W8 clients is a must
- Location: Boca Raton, FL (on site only, no remote)
Licensing:
- Active FINRA Series 7 and 63 or 66 or willing to get registered within a period of time
Salary : $60,000 - $65,000
