Dynamic Client Service Associate | Amazing Growth Potential & Competitive Pay

Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running.

Responsibilities

• Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries.

• Manage the full lifecycle of client requests including account openings, money movement, and journals.

• Maintain accurate client data within CRM systems to ensure a reliable source of information for the team.

• Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items.

• Coordinate advisor calendars and prepare essential materials for client review meetings.

• Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed.

Qualifications

• Strong understanding of investment vehicles, retirement plans, and trust nuances.

• Proven experience working within an RIA or financial services environment.

• Exceptional organizational skills with the ability to create and follow repeatable processes.

• Proficiency with digital record-keeping and adherence to industry compliance standards.

• Experience utilizing financial planning software and CRM tools to support operations.

• Ability to handle sensitive information with the highest level of integrity and care.

Benefits

• Comprehensive medical, dental, and vision coverage options.

• Employer-sponsored retirement plan with company contributions.

• Clear pathways for career advancement into leadership or advisory tracks.

• Generous and flexible paid time off policy.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR 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

Daniel Longman