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.
Salary.com Estimation for Registered Client Associate Private Wealth in Fort Lauderdale, FL
$88,681 to $126,341
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