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Retirement Plans Client Success Associate

Job in Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-06
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Client Service Trade Associate to provide exceptional client service to partners and advisors. This position requires at least 1-3 years of direct client experience in financial services and strong communication skills. You will develop relationships, resolve inquiries, and contribute to client satisfaction in a fast-paced service environment. Familiarity with MS Office is essential.

This role is based in Pennsylvania, offering opportunities to work in a collaborative team-oriented atmosphere.
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Position Requirements
10+ Years work experience
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