Ascendo
Client Data Associate (Hybrid - Louisville, KY)
Overview A global leader in financial market infrastructure solutions is seeking a
Client Data Associate
to join its Static/Reference Data team on a 9-month contract. This hybrid role (3 days on-site, 2 days remote) offers the opportunity to work in a fast-paced financial services environment, supporting operational data accuracy and client account maintenance. Ideal for a recent graduate or early-career professional eager to grow in financial services.
Key Responsibilities Maintain and update customer account records, including billing, confirmations, brokerage rates, and trader details Support the full account lifecycle, including account openings, modifications, and closures Research and resolve trade breaks and settlement issues caused by incorrect data setup Ensure timely resolution of issues impacting P&L or settlement timelines Create and maintain process documentation and procedural manuals Provide after-hours or weekend support for system testing, as needed Adhere to internal controls and escalation procedures while delivering progress updates to management Required Qualifications
Bachelor's degree in Business or related field preferred Strong
Excel skills
(formulas, pivot tables; macros a plus) 1+ year of office or data-related experience; financial services experience a plus Excellent written and verbal communication skills; ability to interact with multiple departments High attention to detail, strong problem-solving skills, and ability to work under pressure Quick learner with the ability to manage multiple tasks independently Preferred Qualifications
2-5 years of financial services experience Familiarity with new account processes, corporate hierarchies, and settlement instructions Understanding of financial products and trade life cycles Project management experience Series 99 license or willingness to obtain within 6 months
Who Should Apply? This is an excellent opportunity for a detail-oriented, analytical professional or a recent graduate with strong Excel skills and an eagerness to learn. If you are proactive, organized, and interested in building a career in financial services, this role offers valuable hands-on experience in a collaborative environment.
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
Amy Smith
Overview A global leader in financial market infrastructure solutions is seeking a
Client Data Associate
to join its Static/Reference Data team on a 9-month contract. This hybrid role (3 days on-site, 2 days remote) offers the opportunity to work in a fast-paced financial services environment, supporting operational data accuracy and client account maintenance. Ideal for a recent graduate or early-career professional eager to grow in financial services.
Key Responsibilities Maintain and update customer account records, including billing, confirmations, brokerage rates, and trader details Support the full account lifecycle, including account openings, modifications, and closures Research and resolve trade breaks and settlement issues caused by incorrect data setup Ensure timely resolution of issues impacting P&L or settlement timelines Create and maintain process documentation and procedural manuals Provide after-hours or weekend support for system testing, as needed Adhere to internal controls and escalation procedures while delivering progress updates to management Required Qualifications
Bachelor's degree in Business or related field preferred Strong
Excel skills
(formulas, pivot tables; macros a plus) 1+ year of office or data-related experience; financial services experience a plus Excellent written and verbal communication skills; ability to interact with multiple departments High attention to detail, strong problem-solving skills, and ability to work under pressure Quick learner with the ability to manage multiple tasks independently Preferred Qualifications
2-5 years of financial services experience Familiarity with new account processes, corporate hierarchies, and settlement instructions Understanding of financial products and trade life cycles Project management experience Series 99 license or willingness to obtain within 6 months
Who Should Apply? This is an excellent opportunity for a detail-oriented, analytical professional or a recent graduate with strong Excel skills and an eagerness to learn. If you are proactive, organized, and interested in building a career in financial services, this role offers valuable hands-on experience in a collaborative environment.
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
Amy Smith