What are the responsibilities and job description for the Client Services Advisor position at Ascendo Resources?
About the Role
Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Build client relationships while delivering white-glove customer service. Organize, track and lead team projects; seeing them through to a successful completion. Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met. Manage individual client web portals and educate clients on the relevant capabilities and services. Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service. Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements.
Responsibilities
- Provide operational and administrative support to Client Advisors in their daily business practices
- Act as a key point of contact for client issues and concerns
- Build client relationships while delivering white-glove customer service
- Organize, track and lead team projects; seeing them through to a successful completion
- Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
- Manage individual client web portals and educate clients on the relevant capabilities and services
- Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
Qualifications
Bachelor’s degree, business-related preferred. 3 years of client service or administrative experience in the financial services industry. Series 65 preferred. Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and / or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus.
Required Skills
Pay range and compensation package
Competitive compensation structure. 401(k) Plan with Employer matching. Employer health savings account. Medical & vision insurance. Continuing education support. Compensation DOE - $70,000 to $95,000.
Salary : $70,000 - $95,000
