Trade Associate

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Deliver exceptional client service to partners, intermediaries, and plan sponsors.

• Act as a resource for plan sponsors and financial advisors regarding requests for plan-level investment changes, model additions, and self-directed brokerage setups.

• Collaborate with internal Trade teams to ensure client satisfaction.

• Proactively identify, take ownership of, and resolve client issues.

• Offer expertise in retirement plans and operational insights, along with value-added consulting.

• Cultivate a deep understanding of the business, products, and services.

• Provide proactive and professional service to clients.

• Establish strong relationships with internal departments and teams.

• Conduct research, troubleshoot, and resolve issues effectively.

• Balance the needs of clients with business considerations when proposing solutions.

• Ensure that inquiries and issues are addressed promptly and that service levels are upheld.

• Clearly communicate with clients and advisors regarding services, execution, and resolutions.

• Support client retention through timely and appropriate responses to client communications and activities.

• Prioritize tasks and manage time effectively.

• Address inquiries related to plan activities, including plan-level events, corporate actions, and broker changes.

• Assist Trade Services teams and engage with clients as needed.

• Participate in special projects and undertake other assigned responsibilities.

• Safeguard, secure, and handle confidential Ascensus and client information appropriately.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• Proven ability to thrive in a fast-paced service environment.

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

• Excellent written and verbal communication skills.

• Capability to communicate effectively, clearly, concisely, and professionally with all levels of the organization and clients.

• Proficient in Microsoft Office applications, particularly Outlook, Word, and Excel.

• Strong analytical abilities and problem-solving skills.

• Capacity to work collaboratively within a team.

• Flexibility to adapt to changing environments and shifting priorities.

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

• Sound judgment in determining which issues need escalation.

• Willingness to work overtime as required to meet business demands.

• An uninterrupted virtual workspace and family care arrangements are necessary during business hours for remote positions.

• Minimum internet speed of 25 Mbps required for individual use.

🏝️ Benefits

• Virtual remote positions necessitate an uninterrupted virtual workspace.

• Family care arrangements must be established during business hours for remote positions.

• An internet speed of 25 Mbps or higher is required for individual use.

• A stronger internet connection is needed if multiple users are sharing the connection.

• Call center roles require hardwired equipment or proximity to the router for optimal performance.