Account Executive, Client Services - Retirement

Account Executive

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. 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.

Essential Duties and Responsibilities :

• Develop a thorough understanding of our business, products and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments to deliver effective service for our clients.
• Provide thorough, high quality research, problem solving and issue resolution.
• Weigh client perspective and business needs when addressing issues and identifying potential solutions.
• Successfully identify, record, monitor, and close items for assigned clients.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting appropriately to client communications and activities.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
• Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
• Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
• Support the sales team in their efforts to attain more business. Provide references as requested.
• Perform other duties and participate in special projects as assigned.

Minimum Requirements :