Client Data Associate (Hybrid – Louisville, KY)

Overview
A global leader in financial market infrastructure solutions is seeking a Client Data Associate to join its Static/Reference Data team on a 9-month contract. This hybrid role (3 days on-site, 2 days remote) offers the opportunity to work in a fast-paced financial services environment, supporting operational data accuracy and client account maintenance. Ideal for a recent graduate or early-career professional eager to grow in financial services.

Key Responsibilities

• Maintain and update customer account records, including billing, confirmations, brokerage rates, and trader details

• Support the full account lifecycle, including account openings, modifications, and closures

• Research and resolve trade breaks and settlement issues caused by incorrect data setup

• Ensure timely resolution of issues impacting P&L or settlement timelines

• Create and maintain process documentation and procedural manuals

• Provide after-hours or weekend support for system testing, as needed

• Adhere to internal controls and escalation procedures while delivering progress updates to management

Required Qualifications

• Bachelor’s degree in Business or related field preferred

• Strong Excel skills (formulas, pivot tables; macros a plus)

• 1+ year of office or data-related experience; financial services experience a plus

• Excellent written and verbal communication skills; ability to interact with multiple departments

• High attention to detail, strong problem-solving skills, and ability to work under pressure

• Quick learner with the ability to manage multiple tasks independently

Preferred Qualifications

• 2–5 years of financial services experience

• Familiarity with new account processes, corporate hierarchies, and settlement instructions

• Understanding of financial products and trade life cycles

• Project management experience

• Series 99 license or willingness to obtain within 6 months

Who Should Apply?
This is an excellent opportunity for a detail-oriented, analytical professional or a recent graduate with strong Excel skills and an eagerness to learn. If you are proactive, organized, and interested in building a career in financial services, this role offers valuable hands-on experience in a collaborative environment.

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

Amy Smith