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Client Associate
Ascendo ResourcesBroward County, FL, United States
6 hours ago
Job type
Full-time
Job description
Ascendo is excited to present an amazing opportunity to launch your career in the financial services industry!
Are you looking to get your foot in the door in finance? This is your chance to join a growing, fast-paced team where you’ll gain hands-on experience in investment operations and client services. If you’re detail-oriented, eager to learn, and passionate about building a career in finance, this role is the perfect stepping stone! Bonus points if you speak Spanish—bilingual candidates are highly valued!
Responsibilities :
Assist with investment operations, including research and portfolio-related tasks.
Provide top-notch client support by handling inquiries and service requests.
Work closely with advisors and portfolio managers to ensure smooth client interactions.
Help track new business opportunities and maintain client records.
Prepare and review financial documents for accuracy before submission.
Participate in team meetings focused on investment and insurance updates.
Support various administrative and operational tasks as needed.
Qualifications :
Bachelor’s degree required (finance or related field preferred).
Entry-Level to 1+ years of experience in financial services, customer service, or administrative roles.
Strong attention to detail and organizational skills.
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
Excellent communication skills, both verbal and written.
Ability to work independently and collaborate in a team environment.
Spanish language skills are a big plus!
Benefits :
Competitive salary with room for growth.
Hands-on training and career development opportunities.
Team-oriented, supportive work culture.
Comprehensive health, dental, and vision insurance options.
Retirement plan with employer contributions.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.