Job Title: Client Service Assistant
Location: Miami, FL (Onsite – 5 Days/Week)
Employment Type: Contract with Potential for Extension or Full-Time Conversion

About the Role

A leading international financial services firm is seeking a Client Service Assistant to support a fast-paced client service and operations team in Miami. This role is ideal for a highly organized professional with strong communication skills and experience supporting high-touch client relationships within a financial services environment.

The Client Service Assistant will play a key role in administrative coordination, operational support, client communications, and account maintenance activities. The position requires someone who can multitask effectively, maintain attention to detail, and thrive in a collaborative environment.

Responsibilities

Client & Operational Support

• Provide administrative and operational support to Account Managers and client service teams
• Respond to client inquiries and ensure timely follow-up on requests
• Coordinate with internal departments to resolve client-related issues efficiently
• Assist with client onboarding, account maintenance, and account closing processes
• Ensure documentation is complete and accurately maintained within internal systems
• Support proactive outreach related to pending documentation and follow-ups
• Assist in tracking and resolving operational incidents and pending items

Process & Administrative Support

• Develop a working understanding of investment products and financial services
• Assist with preparation of documentation related to investment and credit products
• Support operational workflows tied to client transactions and service requests
• Maintain accurate records while adhering to internal policies and compliance procedures
• Monitor account activity reports and escalate irregularities when appropriate

Qualifications

Required

• 3–5 years of professional experience in client service, banking, wealth management, or financial services support
• Fluent in English, Spanish, and Portuguese (all three languages required)
• Strong organizational and multitasking abilities in a fast-paced environment
• Excellent written and verbal communication skills
• Strong attention to detail and problem-solving capabilities
• Bachelor’s degree required or equivalent professional experience
• Must be local to the greater Miami area and able to work onsite Monday–Friday (9am–5pm EST)

Preferred

• Knowledge of financial analysis or investment-related products/services

Additional Information

• Fully onsite position in Miami, FL
• Not open to remote or hybrid candidates
• Opportunity for long-term extension and/or full-time conversion

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

Diego Mejia