Account Executive, Client Services - Retirement

Summary

Ascensus is an independent technology and service platform powering savings plans across America. The Account Executive, Client Services - Retirement provides proactive service and subject matter expertise to partners, intermediaries, and plan sponsors while resolving issues, supporting retirement plan administration, and contributing to client retention and growth.

Responsibilities

• Develop a thorough understanding of our business, products and services
• Consistently deliver a high level of proactive client service in a professional manner
• Develop effective working relationships with team and internal departments to deliver effective service for our clients
• Provide thorough, high quality research, problem solving and issue resolution
• Weigh client perspective and business needs when addressing issues and identifying potential solutions
• Successfully identify, record, monitor, and close items for assigned clients
• Ensure inquiries and issues are resolved and service levels are met
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle
• Help drive increases in client retention by reacting appropriately to client communications and activities
• Achieve individual and team goals for service levels, growth and retention for assigned book of business
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients
• Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.)
• Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals
• Support the sales team in their efforts to attain more business. Provide references as requested
• Perform other duties and participate in special projects as assigned

Skills

• Bachelor's degree or equivalent work experience
• Demonstrated ability to perform in a fast paced service environment
• Strong written and verbal communication skills
• The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base
• Proficiency in MS Office software applications, specifically Word and Excel
• Strong analytical and problem resolution skills
• Ability to work in a team environment to ensure common goal of providing exceptional client service
• Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client
• Ability to work well under pressure with multiple priorities and deadlines
• Sound business judgment in determining what issues need to be elevated to appropriate level of authority
• Ability to work overtime to meet the needs of the business unit
• 1-3 years direct client experience in financial services preferred

Qualifications

Must Haves

• Bachelor's degree or equivalent work experience
• Demonstrated ability to perform in a fast paced service environment
• Strong written and verbal communication skills
• The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base
• Proficiency in MS Office software applications, specifically Word and Excel
• Strong analytical and problem resolution skills
• Ability to work in a team environment to ensure common goal of providing exceptional client service
• Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client
• Ability to work well under pressure with multiple priorities and deadlines
• Sound business judgment in determining what issues need to be elevated to appropriate level of authority
• Ability to work overtime to meet the needs of the business unit

Nice to Haves

• 1-3 years direct client experience in financial services preferred

Benefits

• Remote work arrangement