Senior Wealth Client Services Specialist
Ascendo Resources
Ascendo Resources is seeking a client services professional in the Miami area to serve as the primary contact for assigned clients and support financial advisors with portfolio activities. You will proactively address inquiries, schedule meetings, and ensure accurate paperwork and record-keeping. The ideal candidate has 2+ years in client service within financial services, with a solid understanding of investment vehicles, retirement accounts, and insurance products. #J-18808-Ljbffr Ascendo Resources
Vacancy posted 1 day ago
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