Account Executive

📋 Description

• Acquire a comprehensive understanding of our business, along with its products and services.

• Deliver consistently high levels of proactive client service in a professional manner.

• Cultivate effective working relationships with team members and internal departments to provide exceptional service for our clients.

• Conduct thorough, high-quality research, along with problem-solving and issue resolution.

• Balance client perspectives with business requirements when addressing concerns and identifying possible solutions.

• Efficiently identify, document, monitor, and resolve items for assigned clients.

• Ensure all inquiries and concerns are addressed while meeting service level expectations.

• Communicate clearly and concisely with clients and advisors regarding services, execution, and resolutions throughout the service cycle.

• Contribute to improved client retention by responding appropriately to client communications and activities.

• Meet both individual and team objectives for service levels, growth, and retention within the assigned book of business.

• Effectively prioritize tasks and manage time to deliver quality client service to our partners and clients.

• Address inquiries regarding the status of plan activities (such as compliance testing, quarterly statements, RMDs, etc.).

• Generate, analyze, and distribute reports regularly to achieve individual and team objectives.

• Assist the sales team in securing additional business by providing references as needed.

• Undertake other duties and participate in special projects as assigned.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Proven ability to excel in a fast-paced service environment.

• 1-3 years of direct client experience in the financial services sector is preferred.

• Excellent written and verbal communication skills.

• Capability to communicate effectively (clearly, concisely, and professionally) with all levels within the Ascensus organization and our client base.

• Proficiency in MS Office applications, particularly Word and Excel.

• Strong analytical abilities and problem-solving skills.

• Ability to collaborate in a team environment to achieve the common goal of providing exceptional client service.

• Adaptability to changing environments and shifting priorities as they relate to the organization's and clients' business needs.

• Capacity to perform well under pressure while managing multiple priorities and deadlines.

• Solid business judgment in discerning which issues need to be escalated to the appropriate authority level.

• Willingness to work overtime to meet the needs of the business unit.

🏝️ Benefits

• N/A