Job Functions
, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.Consistently demonstrate a superior level of proactive client focus and team work.Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.Develop strong working relationships with daily client contacts.Provide ownership for the resolution of issues escalated by clients and financial professionals.Act as an internal advocate for clients and financial professionals by coord...