Account Executive, Client Services – Retirement

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

📋 Description

• Deliver exceptional client service to partners, intermediaries, and plan sponsors.

• Cultivate and sustain a comprehensive understanding of retirement plans as well as Ascensus products and services.

• Take responsibility for client concerns and offer expert guidance on daily operations.

• Provide consulting that adds value to support client satisfaction and retention of plans.

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

• Investigate, troubleshoot, and resolve client issues effectively.

• Identify, document, monitor, and resolve items for assigned clients.

• Ensure that inquiries and issues are addressed and service standards are upheld.

• Communicate with clients and advisors about services, execution, and resolutions.

• Assist in client retention efforts and meet service, growth, and retention objectives.

• Manage priorities and time efficiently to provide exceptional client service.

• Address inquiries related to plan activities, including compliance testing, quarterly statements, and RMDs.

• Generate, analyze, and distribute regular reports.

• Support the sales team and provide references upon request.

• Execute additional responsibilities and engage in special projects as assigned.

⛳️ Requirements

• Bachelor’s degree or equivalent work experience is required.

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

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

• Excellent written and verbal communication skills.

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

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

• Strong analytical and problem-solving abilities.

• Ability to collaborate in a team setting to achieve the common goal of delivering outstanding client service.

• Adaptability to changing environments and shifting priorities related to the business needs of both the organization and the client.

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

• Sound business judgment to determine which issues should be escalated to the appropriate authority.

• Willingness to work overtime as necessary to meet the demands of the business unit.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to support work-life balance.