Wealth Management Client Associate

Ascendo is excited to present this opportunity in the wealth management industry. We are seeking a polished and proactive professional to support a premier, multi-billion dollar family office based in Miami. This position is vital to delivering top-tier service and maintaining strong relationships with prestigious individuals across South Florida. To thrive in this fast-paced environment, the right professional will bring a completed bachelor's degree and 2+ years of direct experience navigating the complexities of private wealth accounts.

Full bilingual fluency in English and Spanish is essential to effectively connect with and support our high-net-worth clientele.

• Act as the primary operational point of contact for affluent families and individuals
• Coordinate onboarding processes and maintain accurate documentation for client accounts
• Collaborate closely with internal advisory teams to execute daily administrative requests
• Assist in preparing comprehensive financial portfolio reviews and presentation materials

• Possess a bachelor's degree from an accredited institution
• Hold 2+ years of professional experience within a wealth management or financial services environment
• Demonstrate professional bilingual fluency in both English and Spanish
• Exceptional communication skills tailored for high-net-worth individuals
• Ability to succeed in a flexible hybrid working model based in the Miami area
• Comprehensive health and wellness coverage
• Avenues for professional advancement and continuous training
• Collaborative and encouraging team culture