Client Specialist at Ascendo Resources in Fort Lauderdale, Florida

Posted in Other 1 day ago.

Type: full-time





Job Description:

Ascendo is thrilled to present this amazing opportunity in the dynamic financial technology industry! Step into a role where you'll be at the forefront of innovative systems that revolutionize advisor support. This position offers an upward trajectory for those passionate about streamlining operations and enhancing client experiences. With a collaborative environment and fantastic growth potential, this is your chance to make a real impact!

Responsibilities:
  • Provide exceptional support to advisors and their teams, addressing system-related inquiries and troubleshooting issues.
  • Guide users through platform navigation, ensuring smooth and efficient operations.
  • Resolve access issues, including account lockouts and login challenges.
  • Collaborate with internal teams to improve workflows and system performance.
  • Deliver user-focused solutions that enhance overall productivity and satisfaction.

Qualifications:
  • Hands-on experience with Docupace, Skience, or AdvizorPro platforms.
  • Strong problem-solving skills with a focus on technical troubleshooting.
  • Exceptional communication abilities to guide and assist users effectively.
  • Ability to thrive in a fast-paced, hybrid work environment.
  • Familiarity with system integrations and operational workflows is a plus.

Benefits:
  • Competitive base salary with room for growth.
  • Comprehensive health coverage, including 100% employer-paid options.
  • Paid time off and additional perks to support work-life balance.
  • Opportunities for professional development and skill enhancement.

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

Let me know if you'd like any further adjustments!
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