Jobs

    Client Services Associate - Texas, United States - Ascendo Resources

    Ascendo Resources
    Ascendo Resources Texas, United States

    2 weeks ago

    Default job background
    Description

    Seeking a Client service associate to join a large and growing Wealth Management firm.

    Are you someone who goes the extra mile and wants a career path This is the team for you.

    Your role will be a part of a team that supports our Independent Advisor network from an operational and client service perspective and this is the training ground for our organization.

    Your role:

    • Assist advisors and with questions regarding operational policies and procedures via the phone
    • Partner with service team members to ensure a seamless and effortless client experience
    • Deal with a busy in bound call environment
    • Maintain log of communication with field and custodians
    • Respond to inquiries regarding Account Servicing, Cost Basis/Account Transactions, Transfer of Assets Status and Retirement Plans

    Qualifications:

    • 2+ years in brokerage/financial services, banking, operations and client support
    • Retirement Planning certifications a plus
    • High school diploma/GED required/ College degree preferred
    • MS office skills, knowledge of Salesforce a preference
    • Series 7 license preferred, or ability to obtain this

    ** you will work in rotating shifts starting at 7am – latest shift finishes at 6pm



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