Client Associate

2 days ago


Miami, Florida, United States Ascendo Resources Full time

Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate

Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period of growth and offers a fantastic environment for professional development. This firm is on an upward trajectory and seeks a dedicated individual to support their international operations. The ideal candidate will have a client-first mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore, due to the specific needs of the client base, the successful applicant must possess full professional proficiency in both English and Spanish along with a completed Bachelor's degree.

Responsibilities

  • Facilitate seamless communication flows between internal operational teams and external banking partners or vendors.
  • Provide comprehensive administrative support to advisory teams to ensure efficient daily workflows.
  • Manage routine account maintenance tasks and oversee documentation requirements for client portfolios.
  • Act as a liaison to ensure all client service requests are handled with precision and professionalism.

Qualifications

  • Must be fully bilingual in English and Spanish to effectively manage international correspondence.
  • 1+ years of professional experience within a financial services firm working with high-net-worth individuals or families is required.
  • Bachelor's degree from an accredited institution is a mandatory prerequisite.
  • Strong organizational capabilities and the ability to multitask in a fast-paced setting.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.



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