Registered Client Associate Private Wealth

Ascendo Resources
Fort Lauderdale, FL Full Time
POSTED ON 1/29/2023 CLOSED ON 2/26/2023

Job Posting for Registered Client Associate Private Wealth at Ascendo Resources

Our client has retained us to identify an exceptional Client Service Associate for their corporate office. The is a progressive environment with a hybrid schedule.

Duties include:

  • Maintain existing institutional client relationships by providing excellent service.
  • Support and suggest of firm services, processing and escalation of client requests.
  • Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests
  • Support non-investment related services including expense management and reporting
  • Onboard new institutional clients, which includes understanding their complex entity structure.

Requirements

  • FINRA Series 7 & 63 or 66 REQUIRED
  • 2 years of industry experience
  • College degree preferred
  • Hybrid role

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Relocation assistance
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location: One location

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