Ascensus

Trade Associate (Client Services)

Ascensus(6 days ago)

RemoteFull TimeJunior$40,000 - $50,000Client Service
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About this role

Ascensus is seeking a Client Service Trade Associate to provide expert support to our partners, intermediaries, and plan sponsors in managing retirement plan services and investments. The role involves delivering proactive client service, resolving issues, and supporting internal teams to ensure customer satisfaction. The position emphasizes high-quality communication, problem-solving, and confidentiality within a collaborative environment.

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Required Skills

  • Client Service
  • Communication
  • Problem Solving
  • MS Office
  • Financial Services
  • Research
  • Issue Resolution
  • Relationship Building
  • Adaptability
  • Data Security
Ascensus

About Ascensus

ascensus.com

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.

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