Senior Account Executive

📋 Description

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

• Exhibit comprehensive knowledge of retirement plans and Ascensus products and services by offering solutions to intricate plan challenges.

• Provide consultative support to assist clients in managing their retirement plans effectively.

• Collaborate with Leadership to ensure client satisfaction through retirement plan and operational expertise.

• Proactively identify, take ownership of, and resolve client concerns.

• Engage clients through value-added consulting initiatives.

• Act as a technical resource and mentor to colleagues.

• Ensure the protection, security, and proper handling of all confidential information.

• Maintain a high standard of consultative client service while coordinating communication with clients and partners.

• Coach and guide others in all facets of retirement plans and client relations.

• Monitor and follow up on assigned tasks; includes determining necessary actions for the resolution of client issues.

• Provide clients and advisors with clear and concise communication regarding services and resolutions throughout the service cycle.

• Assist leadership in managing vendor relationships on behalf of clients and partners.

• Support the sales team in their efforts to secure additional business.

• Gather and share feedback with relevant internal resources.

• Educate clients on plan features, product capabilities, or Ascensus functionalities and processes.

• Enhance client retention by responding appropriately to client communications and activities.

• Generate improvement ideas and provide feedback/solutions to minimize risks and enhance processes.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• At least 5 years of direct client experience is required; experience in the Retirement Services industry is preferred.

• Certification or progress towards certification (ASPPA, CEBS, etc.) in an industry-related studies program is preferred.

• Exceptional written and verbal communication skills.

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

• Strong presentation skills, business etiquette, client service skills, and time management capabilities.

• Proven professionalism in all aspects of the role.

• Experience with financial services systems (e.g., recordkeeping, trust, trading) along with plan recordkeeping and trust reconciliation experience.

• Proficiency in Microsoft Office applications, particularly Word and Excel, with Access and PowerPoint preferred.

• Excellent analytical and problem-solving abilities.

• Ability to work collaboratively in a team environment to achieve the common goal of providing outstanding client service.

• Serve as a change agent to productively initiate and respond to change.

• Ability to perform well under pressure with multiple priorities and deadlines in a fast-paced environment.

• Capacity to make sound business decisions regarding issues that, if mishandled, could create significant financial and client relations liabilities for the company.

• Willingness to work extended hours as business needs dictate.

• Detail-oriented with a strong quality focus.

• Ability to successfully lead a team and/or project.

• Strong project management skills.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Paid time off

• Flexible working hours

• Opportunities for professional development