Ascendo is thrilled to showcase an incredible opportunity in the dynamic world of financial services! This role offers the chance to join a growing and fast-paced industry where excellence and innovation come together. If you're ready to build meaningful relationships, showcase your organizational skills, and be part of an upward trajectory, this role could be your perfect fit! Fluency in both English and Spanish is essential, and candidates must be comfortable preparing for and taking the Series 7 exam to succeed in this rewarding position.
Key Responsibilities
- Provide exceptional support to clients by addressing inquiries and resolving concerns promptly.
- Collaborate with team members to ensure seamless communication and client satisfaction.
- Prepare and maintain accurate documentation, reports, and account records.
- Assist in coordinating client meetings and follow-ups to ensure top-notch service.
- Uphold the highest standards of confidentiality and professionalism in all interactions.
Qualifications
- Proven experience in a client-facing role, preferably in financial services or a similar industry.
- Fluent in English and Spanish, with strong written and verbal communication skills in both languages.
- Comfortable studying for and taking the Series 7 exam.
- Excellent organizational and multitasking abilities in a fast-paced environment.
- Proficiency in Microsoft Office Suite and other standard business applications.
- A proactive mindset with attention to detail and problem-solving skills.
Benefits
- Competitive compensation with growth potential.
- Comprehensive health, dental, and vision insurance options.
- Opportunities for professional development and career advancement.
- 401(k) with company contributions.
- A supportive and collaborative team environment.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.