Account Executive, Client Services - Retirement

Ascensus

Client service
Retirement plans
Issue resolution
This position is responsible for providing client service to our partners, intermediaries and plan sponsors

Job Summary

  • This position is responsible for providing client service to our partners, intermediaries and plan sponsors.
  • The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention.
  • Achieve individual and team goals for service levels, growth and retention for assigned book of business.

Matching Summary

This position is responsible for providing client service to our partners, intermediaries and plan sponsors.

Skills & Requirements

Must-have

  • client service
  • retirement plans
  • issue resolution
  • MS Office proficiency
  • analytical skills

Nice-to-have

  • proactive client service
  • value added consulting
  • team collaboration
  • adapt to changing environment

Key Requirements

  • Bachelor’s degree or equivalent work experience
  • 1-3 years direct client experience
  • Strong written and verbal communication skills
  • Ability to work under pressure

Work Rights

Not specified

Tailored Resume

Cover Letter