Ascendo Resources ยท 5 hours ago
Client Associate - Private Wealth Management
Miami-Dade County, FL
Full-time
Hybrid
Entry Level
1+ years expAscendo Resources is partnering with a prestigious multi-family office in the financial services industry that is experiencing significant growth. They are seeking a dedicated Bilingual Private Wealth Client Services Associate to support their international operations and ensure efficient communication and service for high-net-worth individuals.
Human ResourcesStaffing Agency
Hiring Manager
Daniel Longman, MSF
Responsibilities
Facilitate seamless communication flows between internal operational teams and external banking partners or vendors
Provide comprehensive administrative support to advisory teams to ensure efficient daily workflows
Manage routine account maintenance tasks and oversee documentation requirements for client portfolios
Act as a liaison to ensure all client service requests are handled with precision and professionalism
Qualification
Required
Must be fully bilingual in English and Spanish to effectively manage international correspondence
1+ years of professional experience within a financial services firm working with high-net-worth individuals or families is required
Bachelor's degree from an accredited institution is a mandatory prerequisite
Strong organizational capabilities and the ability to multitask in a fast-paced setting
Company
Ascendo Resources
Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Berger
Co-Founder of Healthcare Operations
Brandie Jimenez
Partner at Ascendo Resources
Recent News
2022-02-01
Company data provided by crunchbase