Top 29 Ascendo resources Jobs

Registered Client Associate
Ascendo Resources —Fort Lauderdale, FL
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
5d
Psych RN needed in Las Vegas, NM (weekly pay + benefits)
Ascendo Resources —Las Vegas, NM
- $45 - $50 an hour
- 12 hour shift
- Up to 50% travel
- Psychiatry
- RN License
- Health insurance
- Dental insurance
Quick Apply
4d
A/P Specialist
Ascendo Resources —Sebring, FL
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Finance
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Mortgage Underwriter
Ascendo Resources —Miami, FL
- $70,000 - $75,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
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5d
Mortgage Loan Processor
Ascendo Resources —Miami, FL
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Residential
- Quality control
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5d
Accounts Receivable Manager
Ascendo Resources —Sebring, FL
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
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Office Manager
Ascendo Resources —Orlando, FL
- $58,000 - $65,000 a year
- Full-time
- 5 years
- Office
- High school diploma or GED
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Registered Nurse (RN - LTC/SNF) Oakes ND - Weekly Pay and Benefits
Ascendo Resources —Oakes, ND
- $1,500 - $1,728 a week
- Travel nursing
- Skilled nursing facility
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Project Accounting Manager
Ascendo Resources —Sebring, FL
- $75,000 - $100,000 a year
- Full-time
- Oracle
- 5 years
- Finance
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Director of Tax
Ascendo Resources —Boca Raton, FL
- $180,000 - $225,000 a year
- Full-time
- CPA
- Office
- Mentoring
- 401(k)
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Immigration Attorney
Ascendo Resources —Miami, FL
- $120,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Paid time off
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4d
Regional Sales Manager
Ascendo Resources —Somerset, NJ
- $85,000 - $90,000 a year
- Full-time
- Remote
- 5 years
- Travel
- Food service
Quick Apply
6d
Home Health Registered Nurse
Ascendo Resources —Pima County, AZ
- $98,500 - $116,500 a year
- Urgently hiring
- RN License
- Mid-level
- Home Health
- Health savings account
- Health insurance
Quick Apply
15h
Private Banking Credit Specialist
Ascendo Resources —Miami, FL
- $35 - $40 an hour
- Urgently hiring
- Hybrid work
- Spanish
- 5 years
- English
Quick Apply
4d
Grants Accountant
Ascendo Resources —New York, NY
- $38 - $40 an hour
- Email
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d

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Registered Client Associate

Ascendo Resources -
Fort Lauderdale, FL

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Job Details

Full-time
$70,000 - $80,000 a year
5 days ago

Qualifications

Managing clients in a customer support role
Bachelor's degree
Financial product expertise
Financial services
Financial markets knowledge

Full Job Description

Salary: $70k - 80k per year + bonus+benefits
Reference: 00001-EF

Responsibilities:

Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.

Requirements

Bachelor's degree in finance, business administration, or a related field.
2+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
FINRA Series 7 required or willingness to obtain in 90 days.
Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.

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.

CoralGablesFS

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Refine Your Search

ascendo resources jobs

Registered Client Associate

Psych RN needed in Las Vegas, NM (weekly pay + benefits)

A/P Specialist

Mortgage Underwriter

Mortgage Loan Processor

Accounts Receivable Manager

Office Manager

Registered Nurse (RN - LTC/SNF) Oakes ND - Weekly Pay and Benefits

Project Accounting Manager

Director of Tax

Immigration Attorney

Regional Sales Manager

Home Health Registered Nurse

Private Banking Credit Specialist

Grants Accountant

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