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Wealth Ops Associate - Brokerage Onboarding

Ascendo Resources, Fort Lauderdale, FL, United States


Ascendo Resources is seeking an Operations Associate in Fort Lauderdale, Florida. This role supports day-to-day operations in the wealth management business, focusing on client account processing, compliance, and operational efficiency. Candidates should have a bachelor’s degree, with 2+ years in operations or client service, and proficiency in Microsoft Office. Key responsibilities include processing new account openings, handling money movement requests, and ensuring regulatory compliance. The position requires strong organizational and communication skills.
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