Ascensus is seeking a Senior Account Executive to provide exceptional consultative service and expertise in retirement plans to clients and partners. The ideal candidate will have significant experience in client relations, particularly in the retirement services industry, and will contribute to client satisfaction through problem-solving and mentoring
Job Summary
The Senior Account Executive provides consultative service to partners and plan sponsors regarding retirement plans and Ascensus products.
This role requires protecting confidential data while demonstrating thorough knowledge of retirement plans to resolve complex issues.
The position involves coaching team members, managing vendor relationships, and driving client retention through proactive communication.
Matching Summary
Match Score: 85
Ascensus is seeking a Senior Account Executive to provide exceptional consultative service and expertise in retirement plans to clients and partners. The ideal candidate will have significant experience in client relations, particularly in the retirement services industry, and will contribute to client satisfaction through problem-solving and mentoring.
Skills & Requirements
Must-have
5 years direct client experience
retirement services industry knowledge
Microsoft Office proficiency
plan recordkeeping and trust reconciliation
strong analytical and problem resolution skills
Nice-to-have
ASPPA or CEBS certification preferred
experience with financial services systems
Access and PowerPoint proficiency
leadership and mentoring capabilities
proactive change agent mindset
Key Requirements
Bachelor's degree or equivalent work experience
Minimum of 5 years direct client experience
Certification in ASPPA or CEBS (preferred)
Experience with plan recordkeeping and trust reconciliation