Account Services Representative
Ascensus
About this role
Ascensus is seeking a Client Service Associate to assist clients with trust benefits, resolve requests, generate reports, coordinate transactions, and support team tasks in a fast-paced environment. The role involves providing excellent customer service within the financial services industry.
Skills
Qualifications
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
Recent company news
PR NewswireAscensus Report Shows Employers are Prioritizing Financial Focused Benefits to Meet Shifting Generational Needs
1 month ago
plansponsorNick Good Named CEO of Ascensus
Oct 9, 2025
planadviserCash Balance Plans Top $1T, per Ascensus
Oct 1, 2025
Tax NotesFinancial Services Company Requests Guidance on Trump Accounts
Sep 11, 2025
citybizAscensus Names Nick Good as CEO
Oct 8, 2025
About Ascensus
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Ascensus.
Salary
$38k – $38k
per year