Wealth Management Client Services Associate

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.

This role, Wealth Management Client Services Associate at Ascendo Resources, LLC, could be your next move.

This posting is for the Wealth Management Client Services Associate role at Ascendo Resources, LLC, based in Boca Raton, FL, United States.

We are looking to fill the Wealth Management Client Services Associate position at Ascendo Resources, LLC in Boca Raton, FL, United States.