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Ascendo Resources · 1 week ago

Senior Client Services Advisor

Seattle, WA

Full-time

Hybrid

Senior Level

$100K/yr - $120K/yr

5+ years exp

Ascendo Resources is seeking a Senior Client Services Advisor who is passionate about delivering exceptional client experiences in a fast-paced environment. The role involves providing operational and administrative support to Client Advisors, managing client accounts, and coordinating with external advisors to ensure seamless service delivery.

Human ResourcesStaffing Agency

Hiring Manager

Dan Johnson

Responsibilities

Provide daily operational and administrative support to Client Advisors

Serve as the primary point of contact for client inquiries, resolving issues with professionalism and care

Build and maintain strong client relationships through proactive, white-glove service

Lead, organize, and track team projects from initiation through successful completion

Collaborate cross-functionally with investment, accounting, and operations teams to ensure seamless service delivery

Manage client web portals and educate clients on available tools and services

Coordinate with clients’ outside advisors (CPAs, attorneys, and other professionals) to deliver integrated financial solutions

Oversee account maintenance for new and existing clients — including document preparation, custodian communication, and regulatory compliance

Qualification

Client service experienceFinancial services knowledgeSeries 65 licenseMicrosoft Office SuiteSalesforce experienceCommunication skillsOrganizational skillsTime managementDetail-oriented mindset