Client Services Associate
3 days ago
Ascendo Resources is seeking a detail-oriented and team-oriented Client Services Analyst to join our private wealth team.
This role involves providing administrative and operational support to Financial Advisors and clients, as well as acting as an advisor on banking-related needs.
Key Responsibilities:
- Assist with client account monitoring and maintenance
- Provide support for client profiling and opportunity identification
- Collaborate with Investment Advisors to identify client needs
- Maintain accurate documentation to meet compliance standards
Requirements:
- 2+ years of experience in the financial industry
- Series 7 license required, with Series 63 and 65 or 66 preferred
- Proficiency in Microsoft Office applications
- Bachelor's degree preferred
Ascendo Resources is an equal opportunity employer and welcomes diversity in the workplace.
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