Trade Associate

🔥 1 minute ago

🐊 Florida, Kansas, +3 more states – Remote

🐊 Florida – Remote 🌪️ Kansas – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• 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 • Proactively identify, own, and resolve client issues • Provide retirement plan and operational expertise and value-added consulting • Develop understanding of the business, products, and services • Deliver proactive, professional client service • Build effective relationships with teams and internal departments • Conduct research, problem solving, and issue resolution • 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 regarding services, execution, and resolution • Support client retention through appropriate responses to client communications and activities • Prioritize activities and manage time efficiently • Respond to inquiries regarding 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 effectively, clearly, concisely, and professionally with all organizational levels and clients • Proficiency in MS Office software applications, 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 well under pressure with multiple priorities and deadlines • Sound business judgment in determining which issues require escalation • Ability to work overtime to meet business needs • Uninterrupted virtual workspace and family care arrangements during business hours for virtual remote positions • Internet speed of 25 Mbps or better for individual use

🏖️ Benefits

• Virtual remote positions require an uninterrupted virtual workspace • Family care must be in place during business hours for virtual remote positions • Internet work speed requirement of 25 Mbps or better for individual use • Stronger internet connection required if multiple people share the connection • Call center roles require hardwired equipment or workstation proximity to the router

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