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| Job Category : | Business |
| Company Name: | Ascendo Resources |
| Position Name: | Registered Client Associate – Wealth Management x 2 |
| Location : | Cincinnati, OH |
| Job Description : | Urgently seeking a client associate to be a part of a large private wealth team.You will ideally be fully licensed and interested in working for a complex business. Be detail-oriented and believe in teamwork.Your role will be to:· Assist Financial Advisors and clients with administrative and operational supportAct as an advisor to clients on banking-related needs.Responsible for monitoring and maintaining client accountsMaintaining documentation required to meet compliance standards and Bank regulations.Annual Customer Account servicingAssist Investment Advisors with client profiling to identify opportunitiesQualificationsThe ideal candidate has experience and knowledge of investments, as well as perform sales activities utilizing banking and credit productsBachelor’s Degree preferred.Minimum of 2 years in the financial industry, (preferably in a Broker-Dealer, Bank, Investment Company, Asset Management Company)Ability to operate Microsoft Word, Microsoft Excel, Microsoft PowerPoint.Series 7, required. In addition to 63 & 65, or 66Job Type: Full-timePay: $80,000.00 – $100,000.00 per yearBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Cincinnati, OH: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Preferred)Experience:Financial services: 2 years (Preferred)Client services: 2 years (Preferred)License/Certification:Series 7 (Preferred)Work Location: One location |
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