Senior Account Executive

Ascensus

. Provide client service to partners, intermediaries, and plan sponsors.

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

About the role

Key responsibilities & impact

Provide client service to partners, intermediaries, and plan sponsors.
Demonstrate thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues.
Deliver consultative service to help clients manage their retirement plans.
Work with Leadership to deliver client satisfaction by providing retirement plan and operational expertise.
Proactively identify, own, and resolve client issues.
Engage clients with value-added consulting.
Serve as a technical resource and provide coaching and mentoring to other associates.
Responsible for protecting, securing, and proper handling of all confidential data.
Provide a high level of consultative client service while communicating and coordinating with clients and partners.
Coach and mentor others in all aspects of retirement plan and client relations.
Monitor and follow-up on assigned items; includes determining required action for resolution of client issues.
Provide clients and advisors clear and concise communication regarding services and resolution throughout the service cycle.
Assist leadership with the management of vendor relationships on behalf of clients and partners.
Support the sales team in their efforts to attain more business.
Solicit and share feedback with appropriate internal resources.
Educate clients regarding plan features, product capabilities or Ascensus functionality and process.
Drive increases in client retention by reacting appropriately to client communications and activities.
Develop ideas for improvement and provide feedback/solutions to minimize risk and improve process.

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plansclient serviceconsultative serviceproblem resolutionfinancial services systemsplan recordkeepingtrust reconciliationMicrosoft OfficeWordExcel

Soft Skills

communication skillspresentation skillstime managementprofessionalismteamworkanalytical skillschange managementattention to detailleadershipproject management

Certifications

Bachelor's degreeASPPACEBS