Remote Retirement Plan Client Service Associate

Ascensus; South Carolina; Remote; USD 42,000 - 64,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America. This role provides client service to partners, intermediaries and plan sponsors, serving as a resource for plan level investment change requests and brokerage setup.

The Client Service Trade Associate works with internal teams to deliver retirement plan expertise, proactively identifying and resolving client issues while engaging clients with value-added consulting.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Fast-paced service environment experience.
• 1-3 years direct client experience in financial services preferred.
• Strong written and verbal communication skills.
• Proficiency in MS Office applications (Outlook, Word, Excel).
• Strong analytical and problem resolution skills.
• Ability to work in a team and adapt to changing priorities.
• Willingness to work overtime to meet business needs.

Responsibilities

• Develop a thorough understanding of our business, products and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments to deliver effective service for our clients.
• Provide thorough, high quality research, problem solving and issue resolution.
• Weigh client perspective and business needs when addressing issues and identifying potential solutions.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting appropriately to client communications and activities.
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
• Respond to inquiries on the status of plan activity (plan level events, corporate actions, broker changes, etc.).
• Support the Trade Services teams in their efforts to provide quality results.

Skills

Client service

Communication

MS Office

Analytical thinking

Time management

Adaptability

Education

Bachelor's degree or equivalent

Tools

Outlook

Word

Excel

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America. This role provides client service to partners, intermediaries and plan sponsors, serving as a resource for plan level investment change requests and brokerage setup.

The Client Service Trade Associate works with internal teams to deliver retirement plan expertise, proactively identifying and resolving client issues while engaging clients with value-added consulting.