The Account Executive is responsible for providing exceptional client service to partners, intermediaries, and plan sponsors regarding retirement plans
Job Summary
The Account Executive is responsible for providing exceptional client service to partners, intermediaries, and plan sponsors regarding retirement plans.
This role requires developing a thorough understanding of Ascensus products to help clients manage their retirement plans appropriately and ensure high retention.
The position involves resolving compliance testing inquiries, managing quarterly statements, and producing regular reporting to meet individual and team goals.
Matching Summary
The Account Executive is responsible for providing exceptional client service to partners, intermediaries, and plan sponsors regarding retirement plans.
Skills & Requirements
Must-have
Bachelor's degree or equivalent experience
Strong written and verbal communication skills
Proficiency in MS Office Word and Excel
Nice-to-have
1-3 years direct client experience in financial services
Ability to work under pressure with multiple priorities
Experience supporting sales team efforts
Key Requirements
Bachelor's degree or equivalent work experience
1-3 years direct client experience in financial services preferred