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Lalande-de-Pomerol

    Senior Client Service Associate - Miami, United States - Ascendo Resources

    Ascendo Resources
    Ascendo Resources Miami, United States

    3 weeks ago

    Default job background
    Description

    Responsibilities:

    • Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
    • Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
    • Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
    • Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
    • Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
    • Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
    • Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
    • Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.

    Requirements

    • Bachelor's degree in finance, business administration, or a related field.
    • 3 years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
    • Series 65 preferred but not required
    • Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
    • Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
    • Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
    • Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) preferred.
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