- Execute equity, fixed income, options, or other financial instrument trades in a timely and efficient manner, utilizing various trading platforms and tools.
- Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction
- The ideal candidate will have a proactive mindset to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks
- Handle highly confidential details and collect and prepare information for use in discussions/meetings of executive staff
- Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions
- Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
- Perform special projects as assigned
- Bachelor's degree in Finance or a related field
- Bilingual - English & Spanish
- Series 7 License required
- 2+ years of client service or administrative experience in the financial services industry
- Capable of multitasking and has high attention to detail and accuracy
- Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
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Licensed Client Services Associate - Miami, United States - Ascendo Resources
Description
Seeking a candidate with experience in executing trades to join a financial services firm in Miami. The person will be responsible for executing trades on behalf of our clients or the firm, ensuring optimal pricing and efficient order execution. This role is critical in achieving the company's financial goals and maintaining client satisfaction.
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
Key Responsibilities:
Requirements:
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.
