Account Executive, Client Services – Retirement

This is a fully remote position, open to applicants in Florida.

📋 Description

• Gain a comprehensive understanding of our business, offerings, and services.

• Deliver exceptional, proactive client service consistently.

• Build strong working relationships with team members and internal departments.

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

• Ensure that inquiries and issues are addressed promptly, maintaining service level agreements.

• Contribute to enhancements in client retention rates.

• Meet individual and team objectives regarding service levels, growth, and retention.

• Generate, analyze, and regularly distribute reports.

• Assist the sales team in their pursuit of new business opportunities.

• Engage in special projects as assigned.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

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

• Excellent written and verbal communication abilities.

• Proficient in Microsoft Office applications, particularly Word and Excel.

• Strong analytical skills and effective problem-resolution capabilities.

• Team-oriented with the ability to collaborate effectively.

• Capacity to adapt to a dynamic work environment and shifting priorities.

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