Salary: $75k - 85k per year
Reference: 180634 - IP
Client Services Associate
A Registered Investment Advisor company (RIA) located in the Aventura, FL area; is looking to hire on full-time basis a Client Services Associate based. (No-Licenses Required) One day per week after the first few month will be acceptable, even though on site work preferable.
Main Responsibilities
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Assist financial advisors in preparing client financial plans, including gathering data, generating reports, and conducting research as needed.
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Serve as the primary point of contact for client inquiries, addressing questions, concerns, and requests in a timely and professional manner.
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Schedule client meetings and appointments, coordinate logistics, and prepare materials to support advisor-client interactions.
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Facilitate the onboarding process for new clients, collecting necessary documentation and ensuring a seamless transition to our services.
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Proactively identify and address client issues and concerns, collaborating with internal teams to find timely and effective solutions.
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Coordinate with Operations, Back Office, and Investment Committee teams to manage client accounts, including generating client proposals, processing transactions, updating account information, and maintaining accurate records.
Qualifications
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At least three-year experience in the financial services industry working in a Client Services role or similar
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Bachelor's degree in Finance, Business, or related field (preferred)
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Series 65 preferred (not required) Candidate will have the opportunity to get the Series 65 license
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Excellent interpersonal and communication skills, with a strong focus on client satisfaction
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Ability to handle client inquiries and provide timely resolutions
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Strong problem-solving and organizational skills
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Proficiency in Microsoft Office Suite
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Experience with CRM software (i.e.: Salesforce or similar)
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Fully Bilingual: English and Spanish
Our Team is passionate about customer service, possess excellent communication skills, and excel in a fast-paced environment. Company is committed to building and investing in our employees' careers, fostering growth within our firm for the long run
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.
JWMSHIGH