Overview
Financial Services Associate Jobs in Fort Lauderdale, USA at Ascendo Resources
This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. This role is responsible for ensuring accurate processing of transactions, maintaining client records, and delivering high-quality service to internal and external stakeholders. The position provides exposure to both client-facing support and back-office operations, offering a strong foundation in financial services.
Your role :
- Provide administrative and operational support for client accounts, ensuring accuracy and timely processing
- Assist with account opening, maintenance, and documentation in accordance with regulatory requirements
- Process transactions including wires, transfers, trade settlements, and account updates
- Respond to client inquiries and service requests, escalating complex issues as needed
- Maintain and update client records, ensuring data integrity across systems
- Support reconciliation of accounts and investigate discrepancies
- Coordinate with internal teams such as trading, compliance, and portfolio management to resolve operational issues
- Assist in preparing client reports, statements, and performance summaries
- Ensure adherence to firm policies, procedures, and regulatory standards
Qualifications:
- Bachelor’s degree in business administration, marketing, or a related field (preferred).
- Previous experience in financial services, operations, or client support role (internships acceptable)
- Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
- Strong problem-solving and analytical abilities, with a proactive and solution-oriented mindset.
- Exceptional organizational skills, with the ability to manage multiple priorities and meet deadlines.
- Proficiency in using CRM systems, customer support tools, and Microsoft Office suite.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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Title: Financial Services Associate
Company: Ascendo Resources
Location: Fort Lauderdale, USA
Category:
