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Client Services Associate — Retirement Plans & Reports

Job in Cumming, Forsyth County, Georgia, 30128, USA
Listing for: Ascensus
Full Time position
Listed on 2026-02-15
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in the United States is seeking a dedicated Client Service Assistant to support Client Service Managers. This role involves providing best-in-class service to clients, managing client requests, generating reports, and coordinating transactions. The ideal candidate will have over a year of customer service experience in the financial industry, strong communication skills, and proficiency in Excel.

The position requires multitasking in a fast-paced environment with a focus on attention to detail and client satisfaction.
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Position Requirements
10+ Years work experience
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