What are the responsibilities and job description for the Client Services Associate position at Ascendo Resources?
Client Relations Professional, Private Wealth Operations
Ascendo is excited to present this opportunity in the private wealth industry. We are thrilled to partner with a premier organization seeking a dedicated professional to elevate their client experience. Candidates stepping into this role must possess a strong background within a family office or broker dealer setting, demonstrating exceptional finesse when interacting directly with affluent clientele. If you have a proven track record of facilitating account management and delivering top tier service, this onsite role in Boca Raton could be the perfect next step for your career.
Responsibilities:
- Handle the onboarding process for new portfolios and maintain the operational integrity of existing accounts.
- Serve as a primary point of contact for affluent individuals to ensure a seamless service experience.
- Provide dedicated operational support directly to clients on a daily basis.
Qualifications:
- Exceptional interpersonal skills with a history of interfacing directly with high net worth individuals.
- Prior background operating within a broker dealer or family office environment is essential.
- Strong administrative background focused entirely on client success and relationship management.
- Readiness to work in a collaborative office setting locally in the Boca Raton area.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Salary : $60,000 - $70,000