Senior Client Services Associate — Data & Pension Support

Y-Axis; Remote; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Waco, TX, is seeking a Sr. Client Service Associate to enhance client relationships and ensure accurate reporting. The candidate must possess a Bachelor's degree, 2+ years of relevant experience, and strong communication and analytical skills. Proficiency in Microsoft Office is essential, with preferred knowledge of Excel functions. The position offers a salary range of $24.21 - $32.43 per hour, and remote work options are available.

Benefits

Personal Time Off (PTO)

Pension eligibility

Qualifications

• 2+ years of related experience required.
• Knowledge of pension products is preferred.
• Good understanding of accounting and record-keeping systems.

Responsibilities

• Collaborate with client‑facing roles to ensure excellent client service.
• Provide consolidated, timely, and complete reporting.
• Analyze data for accuracy and reasonability.

Skills

Strong written and verbal communication

Interpersonal skills

Organizational skills

Analytical and problem-solving skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Excel (VLOOKUP, data filtering)

Job description

A leading financial services firm in Waco, TX, is seeking a Sr. Client Service Associate to enhance client relationships and ensure accurate reporting. The candidate must possess a Bachelor's degree, 2+ years of relevant experience, and strong communication and analytical skills. Proficiency in Microsoft Office is essential, with preferred knowledge of Excel functions. The position offers a salary range of $24.21 - $32.43 per hour, and remote work options are available.