Account Executive, Client Services – Retirement

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

📋 Description

• Acquire a comprehensive understanding of the business, its products, and services.

• Provide proactive client service.

• Cultivate effective working relationships with team members and internal departments.

• Conduct research, troubleshoot, and resolve issues.

• Address concerns and pinpoint potential solutions by considering the client’s perspective and business requirements.

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

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

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

• Contribute to client retention efforts.

• Meet service, growth, and retention objectives for the assigned portfolio.

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

• Respond to inquiries regarding 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.

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

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Proven capability 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.

• Ability to communicate clearly, concisely, 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 capabilities.

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

• Capacity to adapt to evolving environments and shifting priorities related to the organization’s business needs and client requirements.

• Demonstrated ability to thrive under pressure with multiple priorities and deadlines.

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

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

🏝️ Benefits

• Opportunity to work overtime to address the needs of the business unit.