Wealth Management Client Services Associate

Ascendo Resources

Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The responsibilities include serving as a primary client contact, assisting in onboarding, and maintaining accurate client records, ensuring a high level of service. Proficiency in Microsoft Office and experience with CRM systems are preferred. #J-18808-Ljbffr

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Vacancy posted 5 days ago

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