Ascensus

Account Executive, Client Services – Retirement

Ascensus

full-time

Posted on:

Location Type: Remote

Location: Minnesota • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Junior

About the role

  • 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.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • Demonstrated ability to perform in a fast paced service environment.
  • 1-3 years direct client experience in financial services preferred.
  • Strong written and verbal communication skills.
  • Proficiency in MS Office software applications, specifically Word and Excel.
  • Strong analytical and problem resolution skills.
  • Ability to work in a team environment to ensure common goal of providing exceptional client service.
  • Ability to adapt to changing environment and shifting priorities as relates to business needs of the organization and the client.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
  • Ability to work overtime to meet the needs of the business unit.
Benefits
  • Health insurance
  • 401(k) matching
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
MS OfficeWordExcelanalytical skillsproblem resolutionreportingcompliance testingquarterly statementsRMDs
Soft Skills
client servicecommunication skillsteamworkadaptabilitytime managementpressure managementbusiness judgmentrelationship buildingproactive servicegoal orientation
Certifications
Bachelor’s degree