Client Services Associate

Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational support for high-net-worth clients and the firm's advisors. As the primary point of contact for service-related needs, the Client Services Associate must possess strong organizational, multitasking, and communication skills, alongside discretion handling confidential information.Key Responsibilities:Serve as a primary point of contact for high net worth clients, responding to requests and inquiries with professionalism and discretionSupport advisors with account servicing, onboarding, and ongoing client relationship managementPrepare and process account documentation, including new accounts, transfers, and maintenance requestsCoordinate with custodians and internal teams to ensure timely and accurate execution of client requestsAssist with scheduling meetings, preparing client materials, and maintaining accurate client recordsMonitor account activity and follow up on outstanding items to ensure a smooth client experienceMaintain compliance with firm policies and regulatory requirementsQualificationsBachelor's degree in business administration, marketing, or a related field (preferred)3+ years of experience in client service, operations, or support within financial services or wealth managementBilingual - English & SpanishExperience working with high net worth clients preferredStrong attention to detail and organizational skillsExcellent written and verbal communication skillsAbility to manage multiple priorities in a fast-paced environmentProficiency with Microsoft Office; experience with CRM or portfolio management systems a plusEqual Opportunity Statement: Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.