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 maintain a thorough understanding of retirement plans along with Ascensus products and services.

• Proactively provide client service and take responsibility for resolving client issues.

• Offer subject matter expertise for daily operations and provide value-added consulting.

• Build strong working relationships within the team and across internal departments.

• Conduct research, address problems, and resolve issues efficiently.

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

• Ensure that inquiries and issues are addressed and that service levels are achieved.

• Communicate effectively with clients and advisors regarding services, execution, and resolutions.

• Aid in client retention while achieving service, growth, and retention objectives.

• Prioritize and manage time effectively to deliver high-quality client service.

• Respond to inquiries about plan activities, including compliance testing, quarterly statements, and RMDs.

• Generate, analyze, and distribute regular reports.

• Assist the sales team in acquiring additional business and provide references as needed.

• Carry out other responsibilities 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 financial services is preferred.

• Excellent written and verbal communication skills.

• Capable of effectively communicating (clearly, concisely, and professionally) with all levels within the Ascensus organization and the client base.

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

• Strong analytical skills and problem-solving capabilities.

• Ability to work collaboratively within a team to achieve the shared goal of providing outstanding client service.

• Adaptable to evolving environments and shifting priorities according to the business needs of the organization and the client.

• Capable of managing multiple priorities and deadlines while performing well under pressure.

• Good business judgment in determining which issues require escalation to the appropriate level of authority.

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

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and growth.

• Flexible working hours and remote work options available.