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Ascendo Resources · 6 hours ago

Client Services Associate (Bilingual)

Miami-FTL Area

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $90K/yr

Ascendo Resources is a certified minority-owned staffing firm, and they are seeking a Client Services Associate to provide exceptional service to high-net-worth clients. The role involves managing client accounts, ensuring satisfaction, and performing various administrative tasks.

Human ResourcesStaffing Agency

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

Qualification

Client service experienceFinancial services knowledgeBilingual (English & Spanish)MS Office proficiencyMultitasking abilityAttention to detailTeam playerCommunication skills