Client Services Associate
5 days ago
At Ascendo Resources, we are seeking a highly skilled Client Services Associate to join our team.
This role is ideal for individuals with a passion for delivering exceptional customer service and a strong background in finance and investments.
Key Responsibilities:
- Manage the onboarding process for new clients, including data collection, financial planning, and account setup.
- Provide timely and efficient service to clients, including processing daily operational requests and executing trade requests.
- Maintain accurate records in our CRM database.
Requirements:
- Bachelor's degree in Finance or a related field.
- At least 2 years of experience in investments and wealth management operations.
- Strong knowledge of various investment types and a proven ability to work with complex financial data.
- Series 7 and Series 66 licenses are required or the ability to obtain within 6 months of hire date.
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