Client Account Specialist
Ascensus
About this role
A reporting analyst role at Newport (an Ascensus company) focused on bank- and insurance-owned life insurance (BOLI/ICOLI) portfolios. The position centers on producing and maintaining accurate client reports, understanding client portfolio trends, and supporting ongoing client relationships through data oversight and stakeholder collaboration.
Skills
Qualifications
About Ascensus
ascensus.comIndustry
Finance
Everyone 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
$68k – $92k
per year