- 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
- Bachelors degree in business, finance, accounting or related degree required.
- Series 7 preferred
- 3+ years experience in the financial services industry
- Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat.
- Superb organizational, project management and interpersonal skills.
- Extreme attention to detail and accuracy skills.
- Skilled multi-tasking, follow-up, and managing priorities effectively.
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Ascendo Resources Coral Springs, United StatesWe are seeking a dedicated and customer-focused professional to join our team as an Investment Analyst As a Client Services Associate, you will play a crucial role in providing exceptional service to our clients, ensuring their needs are met and their expectations are exceeded. Y ...
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JM Family Enterprises Deerfield Beach, United StatesThe mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM ...
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JM Family Enterprises Deerfield Beach, United StatesThe mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM ...
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Lead Direct Investment Analyst
1 week ago
JM Family Enterprises Deerfield Beach, United States Full timeThe mission of the Investments Department is to responsibly manage JM Family's investable assets through adherence to a rigorous process, building strong relationships, and promoting an intellectually stimulating collegial environment to ensure long-term value creation for all JM ...
Investment Analyst - Coral Springs, United States - Ascendo Resources
Description
We are seeking a dedicated and customer-focused professional to join our team as an Investment Analyst As a Client Services Associate, you will play a crucial role in providing exceptional service to our clients, ensuring their needs are met and their expectations are exceeded. You will be responsible for building and maintaining strong client relationships, addressing inquiries and concerns, and collaborating with various internal teams to deliver outstanding solutions.
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.
