Ascensus
AccountExecutive
Neural analysis suggests this role is
optimal for Entry candidates.
“Account Executive at Ascensus. Skills: client service, retirement plans, problem resolution. providing client service to our partners, intermediaries and plan sponsors. develop and maintain a thorough understanding of retirement plans and Ascensus products and services”
What You'll Achieve.
high levels of client satisfaction; client retention; Achieve individual and team goals for service levels, growth and retention for assigned book of business
Industry & Context.
Strong analytical and problem resolution skills; problem solving
Ability to work overtime to meet the needs of the business unit
What They're Looking For.
Must Have
Bachelor's degree or equivalent work experience, Demonstrated ability to perform in a fast paced service environment, Strong written and verbal communication skills, The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base, Proficiency in MS Office software applications, specifically Word and Excel, Strong analytical and problem resolution skills, Ability to work in a team environment to ensure common goal of providing exceptional client service, Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client, Ability to work well under pressure with multiple priorities and deadlines, Sound business judgment in determining what issues need to be elevated to appropriate level of authority, Ability to work overtime to meet the needs of the business unit
Nice to Have
1-3 years direct client experience in financial services preferred
What You'll Do.
providing client service to our partners
intermediaries and plan sponsors
develop and maintain a thorough understanding of retirement plans and Ascensus products and services
helping our clients manage their retirement plans appropriately
taking ownership of client issues
providing subject matter expertise on day-to-day activities
providing value added consulting
Develop a thorough understanding of our business
products and services
Consistently deliver a high level of proactive client service in a professional manner
high quality research
problem solving and issue resolution
Weigh client perspective and business needs when addressing issues and identifying potential solutions
Successfully identify
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
and distribute reporting on a regular basis to achieve individual and team goals
Support the sales team in their efforts to attain more business
Perform other duties and participate in special projects as assigned
How You'll Work.
Team & Collaboration
Develop effective working relationships with team and internal departments to deliver effective service for our clients; Ability to work in a team environment to ensure common goal of providing exceptional client service
Communication Scope
written communication; verbal communication; clear communication; concise communication; professional communication
Full Job Description
Position Purpose: 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 b
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