Client Services Associate – Terrific Firm, Role and Benefits

Join a fast-growing private wealth management team (RIA / family office) managing approximately $1bb in AUM, with a firm AUM of $10bb+. Our client is seeking an experienced (2+ years), bilingual Client Services Associate to join their large and fast-growing Registered Investment Advisor. 

This position offers the opportunity to work with clients in support of the firm's Portfolio Managers, ensuring the smooth functioning of all non-trading processes, where your bilingual (English + Spanish) capabilities will be essential. You'll play a key role in the success of the firm as the contact for all service-related needs. 

Responsibilities

• Interacting with banking and other counterparty relationships to solve operational issues.
• Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
• You will provide exceptional service and flawless execution on client requests and transactions.

Qualifications

• Full fluency in Spanish and English is required
• 2+ years of experience within a financial services firm covering client operations or client services
• Proven ability to work independently and adapt to evolving team dynamics
• Strong knowledge of Excel, Word and Powerpoint
• Excellent analytical and problem-solving skills
• Extreme attention to detail and accuracy skills
• Great communication skills

This role provides an excellent opportunity to grow with an emerging team in the private wealth space, where your contributions will have direct impact on the team's success and development.

All applications will be handled with complete confidentiality and will never be shared with any third-parties without your explicit consent.

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.

Contact information

Tim Parker