Licensed Client Associate Spanish OR Mandarin

A growing financial services firm is looking for a motivated CSA to join their New York City branch! This is an exciting role for someone ready to take a next step in their career with the opportunity to continue growing. This is a hybrid role , requiring 2 days on site in the Manhattan office. We are specifically looking for bilingual candidates - speaking Mandarin and English. Job responsibilities: Assist in opening new accounts, tracking the money movement Client management - answering questions regarding accounts, policies, etc. Daily activity - reconciliations, transfers, review, etc. Paperwork and documentation Requirements: Active Series 7 Bilingual - English/Mandarin Bachelor's degree 3 years of relevant experience Ascendo is a certified minority owned staffing firm, we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service or any non-merit factor. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Dan Johnson

Created: 2024-11-12