Trade Associate (Client Services)

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.

Section 1: Position Summary 

This position provides client service to our partners, intermediaries and plan sponsors. Serve as a resource to plan sponsors and financial advisors for matters related to plan level investment change requests; model additions, maintenance and self-direct brokerage setup. The Client Service Trade Associate works all internal Trade teams to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. 

Section 2: Job Functions, Essential Duties and Responsibilities 

• Develop a thorough understanding of our business, products and services. 

• Consistently deliver a high level of 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 quality research, problem solving and issue resolution.  

• Weigh client perspective and business needs when addressing issues and identifying potential solutions. 

• Ensure inquiries and issues are resolved and service levels are met. 

• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. 

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

• Prioritize activities and manage time to effectively and efficiently provide quality client service to 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 as requested. 

• Perform other duties and participate in 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 by our Core 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 and should be visible in your actions on a day-t