Trade Associate
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Job Description
Trade Associate supporting plan sponsors and financial advisors with investment changes, brokerage setup, and retirement plan servicing. Ascensus powers savings technology and services across America.
Responsibilities:
- Provide client service to partners, intermediaries, and plan sponsors
- Serve as a resource for plan sponsors and financial advisors regarding plan-level investment change requests, model additions and maintenance, and self-directed brokerage setup
- Work with internal Trade teams to deliver client satisfaction
- Develop knowledge of the business, products, and services
- Provide proactive, professional client service
- Build effective relationships with team members and internal departments
- Research, solve, and resolve client issues
- Balance client perspectives and business needs when identifying solutions
- Ensure inquiries and issues are resolved and service levels are met
- Communicate clearly with clients and advisors throughout the service cycle
- Support client retention through appropriate responses to client communications and activities
- Prioritize activities and manage time effectively
- Respond to inquiries about plan activity, including plan-level events, corporate actions, and broker changes
- Support Trade Services teams and inquire with clients as requested
- Participate in special projects and perform other assigned duties
- Protect, secure, and properly handle confidential Ascensus and client data
Requirements:
- Bachelor’s degree or equivalent work experience
- Demonstrated ability to perform in a fast-paced service environment
- 1-3 years direct client experience in financial services preferred
- Strong written and verbal communication skills
- Ability to communicate clearly, concisely, and professionally with all organizational levels and clients
- Proficiency in MS Office, specifically Outlook, Word, and Excel
- Strong analytical and problem resolution skills
- Ability to work in a team environment
- Ability to adapt to changing environments and shifting priorities
- Ability to work under pressure with multiple priorities and deadlines
- Sound business judgment for determining issues requiring escalation
- Ability to work overtime
- Ability to maintain an uninterrupted virtual workspace and appropriate family care during business hours
- Internet connection of 25 Mbps or better for individual use
Benefits:
- Remote work arrangement
- Uninterrupted virtual workspace requirement
- Family care expected to be in place during business hours
- Internet work speed requirement of 25 Mbps or better
- Overtime availability to meet business needs
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