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Retirement Plans Client Success Associate

Job in York, York County, Pennsylvania, 17404, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-12
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 financial services provider is seeking a Client Service Trade Associate in Pennsylvania to provide exceptional client service and support our partners. The role involves addressing plan-level investment change requests and ensuring client satisfaction through effective communication and problem resolution. Candidates should possess a Bachelor's degree and ideally have 1-3 years of client experience in financial services, with proficiency in MS Office.

This position requires strong analytical skills and the ability to thrive in a fast-paced environment.
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Position Requirements
10+ Years work experience
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