Client Services Associate

Client Relations Professional, Private Wealth OperationsAscendo is excited to present this opportunity in the private wealth industry. We are thrilled to partner with a premier organization seeking a dedicated professional to elevate their client experience. Candidates stepping into this role must possess a strong background within a family office or broker dealer setting, demonstrating exceptional finesse when interacting directly with affluent clientele. If you have a proven track record of facilitating account management and delivering top tier service, this onsite role in Boca Raton could be the perfect next step for your career.Responsibilities:Handle the onboarding process for new portfolios and maintain the operational integrity of existing accounts.Serve as a primary point of contact for affluent individuals to ensure a seamless service experience.Provide dedicated operational support directly to clients on a daily basis.Qualifications:Exceptional interpersonal skills with a history of interfacing directly with high net worth individuals.Prior background operating within a broker dealer or family office environment is essential.Strong administrative background focused entirely on client success and relationship management.Readiness to work in a collaborative office setting locally in the Boca Raton area.ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.