Client Services Associate

Base pay range

$70,000.00 / yr - $100,000.00 / yr

Additional compensation types

Annual Bonus

Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts, and ensure a high level of satisfaction.

Key Responsibilities :

• Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction
• The ideal candidate will have a proactive mindset to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks
• Handle highly confidential details and collect and prepare information for use in discussions / meetings of executive staff
• Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions
• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Perform special projects as assigned

Requirements :

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.

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