Client Services Associate

Seeking a Client Services Associate for a growing wealth management firm. This person will be responsible for providing administrative and operational support for clients. As the primary point of contact for service-related needs, the Client Services Associate must possess strong organizational, multitasking, and communication skills, alongside discretion handling confidential information.

Your role:

• Build and maintain strong relationships with clients by understanding their needs, addressing inquiries promptly, and proactively offering solutions to enhance their experience.
• Serve as the primary point of contact for client inquiries and provide timely and accurate responses via phone, email, or other communication channels. Resolve client issues effectively and ensure a high level of client satisfaction.
• Assist in onboarding new clients, ensuring a smooth transition and proper implementation of our products or services. Provide ongoing support and guidance to existing clients, including conducting regular check-ins and providing product updates.
• Collaborate with internal teams such as sales, product development, and operations to address client needs, communicate feedback, and coordinate solutions. Act as a liaison between clients and internal departments to ensure seamless communication and efficient issue resolution.
• Maintain accurate and up-to-date client records, activity logs, and documentation of client interactions. Generate reports on client satisfaction, issue resolution, and account growth as required.
• Actively contribute to process improvements and share client feedback to enhance overall client experience.

Requirements:

• Bachelor's degree in Finance or a related field preferred
• 2+ years of client service or administrative experience in the financial services industry
• Capable of multitasking and has high attention to detail and accuracy
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and Power Point
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment

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.