Client Services Associate

Key Responsibilities: Serve as a primary point of contact for high net worth clients, responding to requests and inquiries with professionalism and discretion Support advisors with account servicing, onboarding, and ongoing client relationship management Prepare and process account documentation, including new accounts, transfers, and maintenance requests Coordinate with custodians and internal teams to ensure timely and accurate execution of client requests Assist with scheduling meetings, preparing client materials, and maintaining accurate client records Monitor account activity and follow up on outstanding items to ensure a smooth client experience Maintain compliance with firm policies and regulatory requirements

Qualifications: Bachelor'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 management Bilingual - English & Spanish Experience working with high net worth clients preferred Strong attention to detail and organizational skills Excellent written and verbal communication skills Ability to manage multiple priorities in a fast-paced environment Proficiency with Microsoft Office; experience with CRM or portfolio management systems a plus Equal 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.