What are the responsibilities and job description for the Client Associate position at Ascendo Resources?
Wealth Management Opportunity: Client Associate (Boca Raton)
Ascendo is excited to present this opportunity in the financial services industry. We are looking for a dynamic and dedicated professional to fill an essential role within a premier wealth management environment. This position is perfect for someone who thrives in a fast-paced setting supporting multiple advisors and delivering top-tier service. The right professional brings a proven track record of 2 years managing complex accounts for high-net-worth clients, specifically within a boutique wealth firm or family office setting.
Responsibilities:
- Coordinate daily administrative functions and account maintenance for high-net-worth clients.
- Provide comprehensive operational support to a team of multiple financial advisors.
- Facilitate client onboarding processes and manage documentation accurately.
- Serve as a primary point of contact for routine client inquiries and relationship management.
Qualifications:
- 2 years of direct experience within a wealth management or family office environment.
- Demonstrated history of successfully managing accounts for high-net-worth individuals.
- Strong background supporting multiple financial advisors simultaneously.
- Excellent organizational skills and capability to handle confidential information with discretion.
- Ability to work fully onsite in the Boca Raton area.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.