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Senior Client Services Representative

Ascendo Resources
locationMiami, FL 33222, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Seeking a Bilingual Senior Client Services Professional with an Upward Trajectory

We are seeking a highly motivated and experienced Senior Client Services Representative to join a top-tier financial firm in Miami. This is an amazing opportunity to work directly with a Client Advisor, managing the daily needs of high-net-worth clients. The ideal candidate will be bilingual in English and Spanish and have a proven track record of providing exceptional administrative and client support.


Responsibilities

  • Serve as the primary point of contact for client inquiries and requests, ensuring timely and professional communication.
  • Manage client accounts, including coordinating meetings and preparing necessary documentation.
  • Assist in various administrative functions to support the Client Advisor and team.
  • Maintain accurate and confidential client records.


Qualifications

  • Prior experience in a client-facing role, preferably within the financial sector.
  • Proficiency in both English and Spanish is required.
  • Demonstrated ability to handle administrative tasks and support a fast-paced team.
  • Strong organizational skills and attention to detail.
  • Experience in a professional office environment.


Benefits

  • Competitive compensation and benefits package.
  • Opportunities for professional development and career advancement.
  • A collaborative and supportive work environment.
  • Comprehensive health and wellness options.


ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

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