Trade Associate

This is a fully remote position, open to applicants in United 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, maintenance, and self-directed brokerage setup.

• Collaborate with internal Trade teams to enhance client satisfaction.

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

• Provide proactive and professional client service.

• Foster effective relationships with team members and other internal departments.

• Research, troubleshoot, and resolve client issues efficiently.

• Balance the perspectives of clients with business needs when formulating solutions.

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

• Maintain clear communication with clients and advisors throughout the service cycle.

• Support client retention by responding appropriately to client communications and activities.

• Prioritize tasks effectively and manage time efficiently.

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

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

• Participate in special projects and undertake additional assigned duties.

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

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

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

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

• Excellent written and verbal communication skills.

• Capable of communicating clearly, concisely, and professionally with all levels of the organization and clients.

• Proficient in MS Office, particularly Outlook, Word, and Excel.

• Strong analytical skills and problem-solving abilities.

• Ability to collaborate effectively within a team environment.

• Flexible and adaptable to changing environments and priorities.

• Ability to perform effectively under pressure while managing multiple priorities and deadlines.

• Sound business judgment for identifying issues that need escalation.

• Willingness to work overtime as needed.

• Capability to maintain an uninterrupted virtual workspace and appropriate family care during business hours.

• Internet connection of 25 Mbps or higher for personal use.

🏝️ Benefits

• Opportunity for remote work arrangement.

• Requirement for an uninterrupted virtual workspace.

• Family care expected to be arranged during business hours.

• Internet speed requirement of 25 Mbps or better.

• Availability for overtime to address business needs.