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Ascendo Resources: Registered Client Associdate

Ascendo Resources

This is a Part-time position in Philadelphia, PA posted June 9, 2021.

We’re looking for a Registered Client AssociateThis role will enhance the client experience by servicing clients and providing operational and administrative support to Financial AdvisorsWe help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.Qualifications:series 7 and 66 licensesideally 3-5 years of experience in client service, within the finance sectorBachelor’s degree or equivalentexcellent communicator, with solid interpersonal skillsDetail oriented (nothing gets past you)proficient in Microsoft Office SuiteJob Types: Full-time, Part-timePay: $70,000.00 $90,000.00 per yearBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus payEducation:Bachelor’s (Preferred)Experience:Financial Services: 3 years (Preferred)License/Certification:Series 7 (Preferred)Work Location:One locationWork Remotely:Temporarily due to COVID-19