Trade Associate

Ascensus; Florida; Remote; USD 45,000 - 75,000; Full time

Job summary

Ascensus is seeking a Client Service Trade Associate to provide client service to partners, intermediaries, and plan sponsors. You will serve as a resource for plan sponsors and financial advisors on plan level investment change requests, model additions, maintenance and self-direct brokerage setup, working with the internal Trade team to ensure satisfaction and timely resolutions.

The role emphasizes proactive service, strong communication, and the ability to manage multiple tasks in a

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1-3 years direct client experience in financial services preferred.
• Strong written and verbal communication skills.
• Clear and professional communication with all levels in the organization and clients.
• Proficiency in MS Office applications (Outlook, Word, Excel).
• Strong analytical and problem resolution skills.
• Team-oriented with the ability to collaborate to meet common goals.
• Adaptable to changing priorities and environment.
• Ability to work under pressure with multiple priorities and deadlines.
• Sound judgment in elevating issues appropriately and overtime capability.

Responsibilities

• Develop a thorough understanding of our business, products and services.
• Consistently deliver proactive client service in a professional manner.
• Build effective relationships with team and internal departments to serve clients.
• Provide thorough research, problem solving and issue resolution.
• Communicate clearly with clients and advisors regarding services, execution and resolution.
• Support plan sponsors, partners and brokers with inquiries and events as needed.
• Assist Trade Services teams to deliver quality results and respond to client requests.

Skills

Communication

MS Office

Analytical thinking

Teamwork

Problem solving

Adaptability

Time management

Overtime

Education

Bachelor's degree

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.

Job Description

Section 1: Position Summary

This position provides client service to our partners,intermediariesand plan sponsors.Serve as a resource to plan sponsors and financial advisors for matters related toplan level investment changerequests;model additions,maintenanceandself-direct brokerage setup.TheClient Service Trade Associateworksall internal Trade teamsto deliver client satisfaction by providing retirement plan and operationalexpertise, proactivelyidentifying,owningand resolving client issues and engaging clients with value added consulting.

Section 2: Job Functions, Essential Dutiesand Responsibilities

• Develop a thorough understanding of our business,productsand services.

• Consistently delivera high levelof 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 qualityresearch, problemsolvingand issue resolution.

• Weigh clientperspectiveand business needs when addressing issues andidentifyingpotential solutions.

• Ensure inquiries and issues areresolvedand service levels are met.

• Provide clients andadvisorsclear and concise communicationregardingservices,executionand resolution throughout the service cycle.

• Help drive increases in client retention by reacting appropriately to client communications and activities.

• Prioritize activities and manage time toeffectively and efficiently provide quality client serviceto 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. Inquire with clients asrequested.

• Perform other duties andparticipatein special projects as assigned.

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

• At Ascensus we are guided byourCore Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another andshould be visible in youractions on a day-to-day.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree or equivalent work experience.

• Demonstrated ability to perform in afast pacedservice environment.

• 1-3 years direct client experience in financial services preferred.

• Strong written and verbal communication skills.

• The ability to communicate effectively (clear,conciseand professionally) with all levels within the Ascensus organization and with our client base.

• Proficiencyin MS Office software applications, specifically Outlook,Wordand Excel.

• Strong analytical and problem resolution skills.

• Ability to work in a team environment to ensurecommongoal of providing exceptional client service.

• Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client.

• Ability to work well under pressure with multiple priorities and deadlines.

• Sound business judgment indeterminingwhat issues need to be elevated toappropriatelevel of authority.

• Ability to work overtime to meet the needs of the business unit.

For all virtual remote positions,in order toensure associates can effectively perform their job duties with no distractions, werequirean uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person isutilizingthe same internet connection in the same household or building, then a stronger connection isrequired.If you are unsure of your internet speed, please check with your service provider.Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation isin close proximity tothe router.Please ensure that youare able tomeet these expectations before applying.