Our client is still seeking a world-class Client Services / Client Operations professional. This is an exciting opportunity to join a well-established and fast-growing financial services firm with significant operations in the Miami metropolitan area. This client is very well-esteemed and has multiple opportunities open for both licensed and unlicensed roles. 

This is a tremendously rewarding role for the right person: this role is hybrid, and has exceptional benefits and work/life balance.

Responsibilities

• Assist the team with all non-sales related functions, including opening new accounts, ACATs, asset transfers, etc.
• Prepare meeting documents and other materials.
• Schedule meetings for the team utilizing the firm's various applications.
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and the previous day’s activity to ensure accuracy.
• Process client requests (wires, checks, journals, etc.).
• Execute client trades as needed.
• Process client paperwork (including communicating directly with clients to obtain all information needed).
• Assist with establishing online access for statements, confirmations, proxy materials and other services.

Qualifications

• Bachelor's degree
• 3+ years of relevant experience
• Active Series 7 & Series 66 licenses or the ability to obtain them within a short period of time
• (Ideally) Bilingual English/Spanish or English/Portuguese 

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