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Retirement Plans Client Success Associate

Job in Erie, Erie County, Pennsylvania, 16501, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Pennsylvania seeks a Client Service Trade Associate to provide client service and support plan sponsors in managing retirement plan activities. Responsibilities include proactive client communication, issue resolution, and collaboration with internal teams to ensure client satisfaction. A bachelor's degree and experience in financial services are preferred. The ideal candidate has strong analytical skills and proficiency in MS Office applications.
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Position Requirements
10+ Years work experience
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