Client Service Associate
Ascendo
Remote
Full-Time
Skill Insights
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Job Description
We are seeking a polished Bilingual Client Services Associate for our client. This is a highly dynamic environment and they are seeking a detail oriented candidate with the ability to multi-task in a fast paced environment This role is hybrid, and has excellent benefits and work life balance, Responsibilities Supporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance. Communicate with prospective, new, and existing clients. Address client inquiries, resolve discrepancies, and respond to other requests. Provide exceptional customer service at all times. Coordinate with internal groups such as Portfolio Management, Operations, Financial Advisory, Administration, and Accounting. Qualifications Degree in Business or finance 2+ years of experience in Client Services or similar roles Fluent in English and Spanish Excellent communication and interpersonal skills Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail Proficiency in Microsoft Office
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