Ascendo Resources · 11 hours ago
Client Services Associate
Seattle, WA
Full-time
Onsite
Entry Level
$70K/yr - $100K/yr
2+ years expAscendo Resources is a growing wealth management firm seeking a Client Services Associate to provide administrative and operational support for clients. The role involves building strong client relationships, resolving inquiries, onboarding new clients, and collaborating with internal teams to enhance client experience.
Human ResourcesStaffing Agency
Responsibilities
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
Qualification
Required
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 PowerPoint
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
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
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