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Client Services Associate

3 months ago

Aventura, United States Ascendo Resources Full time

Seeking a Client Services Associate for a growing Investment firm. This person will be responsible for providing administrative and operational support for clients. As the primary point of contact for service-related needs, the Client Services Associate must possess strong organizational, multitasking, and communication skills, alongside discretion handling confidential information.



Responsibilities:

  • Interacting with banking and other counterparty relationships to solve operational issues and serve as a liaison between the bank and the client.
  • Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
  • Providing exceptional service and flawless execution on client requests, inquiries, and transactions.
  • Coordinating with different internal groups to ensure smooth functioning of various processes including Portfolio Managers, Operations Team, Accounting Team, the Office Manager and Executive Assistants.
  • Ensuring that compliance protocols are followed meticulously.



Requirements:

  • Bachelors degree in business, finance, accounting or related degree required.
  • Previous wealth management experience
  • Bilingual preferred (English & Spanish)
  • Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat.
  • Superb organizational, project management and interpersonal skills.
  • Extreme attention to detail and accuracy skills.
  • Skilled multi-tasking, follow-up, and managing 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.