Client Service Associate

2 weeks ago


North Miami Beach, United States Ascendo Resources Full time

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door

You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients, your position is the contact for service-related needs with ultra high net worth clients.

Your role:

  • Interacting with banking and other counterparty relationships to solve operational issues.
  • Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
  • Providing exceptional service and flawless execution on client requests and transactions.


Qualifications:

  • A degree in business, finance or related degree required.
  • 2 plus years of experience within a financial services firm covering operations or client services
  • Strong knowledge of Excel, Word, and PowerPoint
  • Superb organizational, project management and interpersonal skills.
  • Extreme attention to detail and accuracy skills.
  • Skilled multi-tasking, follow-up, and managing priorities effectively.
  • Fully bilingual Spanish and English.


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