Registered Client Associate

Registered Client Associate (Bilingual - Wealth Management) Ascendo is excited to present this opportunity in the financial services industry. We are seeking a driven and sophisticated professional to join a premier wealth management team in Miami. This position is tailored for a high-performing individual currently operating in a client associate capacity who is ready to elevate their career in a fast-paced, elite environment. The ideal candidate brings an active Series 7 registration and complete bilingual fluency in Spanish and English to seamlessly interface with an international client base. Responsibilities Execute retail trade orders and handle complex financial transactions with high accuracy. Coordinate daily operational and administrative functions for high-net-worth client accounts. Deliver exceptional service as the primary point of contact for ongoing client inquiries and onboarding. Partner with wealth advisors to prepare comprehensive portfolio reviews and client presentation materials. Ensure all client files and operational activities strictly adhere to FINRA and internal regulatory standards. Qualifications Active Series 7 license required. Full professional fluency in both English and Spanish (written and verbal). Currently employed in a client associate capacity within wealth management or private banking. Holding Series 63, 65, or 66 designations, or a commitment to obtain them post-hire. Ability to work full-time onsite at the Miami office location. Superior organizational capacity with a sharp attention to detail. Comprehensive health and wellness coverage Retirement savings plans with company contributions Continuing education and professional development support Collaborative and growth-oriented office culture ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. #J-18808-Ljbffr Ascendo Resources