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Senior Wealth Client Services Specialist
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-09-04
Listing for:
Ascendo Resources
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Ascendo Resources is seeking a client services professional in the Miami area to serve as the primary contact for assigned clients and support financial advisors with portfolio activities. You will proactively address inquiries, schedule meetings, and ensure accurate paperwork and record-keeping.
The ideal candidate has 2+ years in client service within financial services, with a solid understanding of investment vehicles, retirement accounts, and insurance products.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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