What are the responsibilities and job description for the Client Services Associate position at Ascendo Resources?
As a Client Service Associate you will play a crucial role in supporting our Private Wealth Management team. You will be responsible for delivering exceptional client service to high-net-worth clients, ensuring their needs are met with efficiency and professionalism.
Key Responsibilities:
- Serve as the primary point of contact for high-net-worth clients, providing outstanding service and addressing inquiries promptly.
- Coordinate client meetings and manage scheduling for advisors, ensuring all appointments are confirmed and prepared for.
- Maintain client records and update information accurately in CRM systems.
- Assist in the preparation of client reports, presentations, and other documentation as needed.
- Collaborate with wealth advisors and investment professionals to ensure client needs are met effectively.
- Manage client transactions and facilitate account openings, transfers, and closures in compliance with regulatory requirements.
- Proactively identify opportunities to enhance client relationships and support business development efforts.
- Ensure adherence to compliance and regulatory standards in all client interactions and documentation.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Minimum of 1 year of experience in client service within the financial services industry, preferably in wealth management or private banking.
- Strong understanding of financial markets, investment products, and wealth management services.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients.
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.
- Detail-oriented with strong organizational skills and the ability to manage multiple priorities effectively.
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.
