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Wealth Management Client Services Associate
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-05-21
Listing for:
Ascendo Resources
Full Time
position Listed on 2026-05-21
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients.
The responsibilities include serving as a primary client contact, assisting in onboarding, and maintaining accurate client records, ensuring a high level of service. Proficiency in Microsoft Office and experience with CRM systems are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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