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Wealth Management: Client & Trading Associate
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-05-20
Listing for:
Ascendo Resources
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Ascendo Resources is seeking a Junior Relationship Manager / Trading Associate in Miami to join their wealth management team. The ideal candidate will have 5+ years of experience, strong organizational skills, and a service-oriented approach to client management.
This role involves supporting advisors with account management, ensuring compliance, executing trades, and maintaining strong client relationships. Proficiency in investment products and tools like Pershing NetX
360 is essential.
Position Requirements
10+ Years
work experience
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