Senior Account Executive, Client Services – Retirement

Ascensus

. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients .

Posted 5/1/2026full-timeRemote • Minnesota • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients
Demonstrate a detailed knowledge of retirement plans and the Ascensus business
Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions
Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting, and implementing solutions as appropriate
Provide clients and advisors clear and concise communication regarding services, execution, and resolution throughout the service cycle
Assist leadership with the management of vendor relationships on behalf of clients and partner
Support the sales team in their efforts to attain more business
Responsible for proactive communication with the client and partners regarding all components of service delivery
Solicit and share feedback with appropriate internal resources
Manage day to day schedule for self and team according to client needs and needs of the business
Apply industry knowledge to all facets of retirement operations and service
Ensure that our commitments to our clients are met by proactively reviewing the status of plans’ periodic activity (5500, quarterly statements, RMDs, etc.)
Assess client objectives, needs and behaviors to suggest plan, product, or functionality changes to improve results for our clients
Educate client regarding plan features, product capabilities or Ascensus functionality and process
Help drive increases in client retention by reacting appropriately to client communications and activities
Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process
Support peers and Leaders by handling escalated items/calls from clients
Responsible for oversight and resolution of the escalated item
Coach and mentor team members and provide feedback to the team manager for performance improvement purposes
Develop and maintain strong internal relationships across departments and locations
Act in the role as the subject matter expert on specific topics as needed
Responsible for developing materials, training, and assisting others across departments in these areas
Perform other duties and participate in or lead special projects as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
Minimum of 5 years direct client experience required; Retirement Services industry experience preferred
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
Excellent written and verbal communication skills
The ability to communicate effectively (clear, concise, and professionally) with all levels within the Ascensus organization, as well as with our client base
Excellent presentation skills, business etiquette, client service skills and time management
Demonstrated professionalism in all aspects of the role
Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation
Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred
Excellent analytical and problem resolution skills
Ability to work in a team environment to ensure common goal of providing exceptional client service
Act as a change agent to initiate and respond to change productively
Ability to work well under pressure with multiple priorities and deadlines in a demanding environment
Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company
Ability to work extended hours to meet business needs as required
Quality focus with attention to detail
Ability to lead a team and/or project successfully
Strong project management skills.
Handle other essential tasks as assigned

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plansfinancial services systemsplan recordkeepingtrust reconciliationanalytical skillsproblem resolutionproject managementMicrosoft OfficeWordExcel

Soft Skills

client servicecommunication skillspresentation skillstime managementprofessionalismteamworkchange managementattention to detailleadershipcreativity

Certifications

Bachelor's degreeASPPACEBS