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Ascensus · 1 hour ago

Account Executive

United States

Full-time

Remote

Entry, Mid Level

1+ years exp

Ascensus is a company focused on retirement plans and services, and they are seeking an Account Executive to provide exceptional client service to partners and plan sponsors. The role involves developing a deep understanding of retirement plans and Ascensus products, delivering high-quality service, and maintaining strong client relationships to ensure satisfaction and retention.

ConsultingRetirementTraining

Responsibilities

Develop a thorough understanding of our business, products and services

Consistently deliver a high level of proactive client service in a professional manner

Develop effective working relationships with team and internal departments to deliver effective service for our clients

Provide thorough, high quality research, problem solving and issue resolution

Weigh client perspective and business needs when addressing issues and identifying potential solutions

Successfully identify, record, monitor, and close items for assigned clients

Ensure inquiries and issues are resolved and service levels are met

Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle

Help drive increases in client retention by reacting appropriately to client communications and activities

Achieve individual and team goals for service levels, growth and retention for assigned book of business

Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients

Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.)

Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals

Support the sales team in their efforts to attain more business. Provide references as requested

Perform other duties and participate in special projects as assigned

Qualification

Client serviceFinancial services experienceMS Office proficiencyAnalytical skillsProblem resolutionTeam collaborationCommunication skillsAdaptabilityTime management