Remote Retirement Plan Client Services Associate

Ascensus; Texas; Hybrid; USD 42,000 - 64,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

This role focuses on delivering proactive client service to partners, intermediaries, and plan sponsors, resolving issues, and advising on plan-level investment changes, model additions, maintenance, and self-direct brokerage setup.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1-3 years direct client experience in financial services preferred.
• Strong written and verbal communication skills.
• Ability to communicate effectively with all levels within the organization and client base.
• Proficiency in MS Office applications: Outlook, Word and Excel.
• Strong analytical and problem resolution skills.
• Ability to work in a team environment to provide exceptional client service.
• Ability to adapt to changing environment and 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 service.
• Provide thorough, high quality research, problemsolving and issue resolution.
• Weigh client perspective and business needs when addressing issues and potential solutions.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting to client communications.
• Prioritize activities and manage time to provide quality client service.
• Respond to inquiries on status of plan activity and broker changes.
• Support the Trade Services teams to provide quality results.
• Perform other duties and participate in special projects as assigned.
• Protect confidential data to prevent unauthorized access or disclosure.

Skills

Communication

Teamwork

Problem solving

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

This role focuses on delivering proactive client service to partners, intermediaries, and plan sponsors, resolving issues, and advising on plan-level investment changes, model additions, maintenance, and self-direct brokerage setup.