Trade Associate

🕒 Outubro 29

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 10%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 14 dias.
• As vagas desta empresa costumam ser preenchidas em 24 dias.
• Sem salário divulgado.

Candidatar-se

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Ascensus

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 2000

💼 Consultoria

🛡️ Seguros

💸 Finanças

💰 Secondary Market em 2019-02

Consulting • Insurance • Finance

A Ascensus é uma empresa que valoriza seus colaboradores e enfatiza uma cultura guiada por princípios como integridade, qualidade e compromisso com altos padrões. Ela oferece serviços de administração e manutenção de registros, focando em ajudar indivíduos a alcançarem aposentadorias financeiramente seguras e garantir educação de qualidade para crianças. A Ascensus é dedicada à diversidade, inclusão e igualdade de oportunidades, tornando-se um local gratificante para trabalhar. A empresa também oferece uma ampla gama de benefícios aos seus funcionários, incluindo refinanciamento de empréstimos estudantis e programas de vida saudável.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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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