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Ascensus logo
Ascensus

Ascensus is one of the nation’s largest independent providers of retirement, college, and healthcare savings services, supporting more than 43,000 retirement plans and nearly 3 m

Senior Account Executive

Location

Pennsylvania

Posted

38 days ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Senior Account Executive

Ascensus

• Provide client service to partners, intermediaries, and plan sponsors. • Demonstrate thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues. • Deliver consultative service to help clients manage their retirement plans. • Work with Leadership to deliver client satisfaction by providing retirement plan and operational expertise. • Proactively identify, own, and resolve client issues. • Engage clients with value-added consulting. • Serve as a technical resource and provide coaching and mentoring to other associates. • Responsible for protecting, securing, and proper handling of all confidential data. • Provide a high level of consultative client service while communicating and coordinating with clients and partners. • Coach and mentor others in all aspects of retirement plan and client relations. • Monitor and follow-up on assigned items; includes determining required action for resolution of client issues. • Provide clients and advisors clear and concise communication regarding services and resolution throughout the service cycle. • Assist leadership with the management of vendor relationships on behalf of clients and partners. • Support the sales team in their efforts to attain more business. • Solicit and share feedback with appropriate internal resources. • Educate clients regarding plan features, product capabilities or Ascensus functionality and process. • Drive increases in client retention by reacting appropriately to client communications and activities. • Develop ideas for improvement and provide feedback/solutions to minimize risk and improve process.

Job Requirements

  • Bachelor’s degree or equivalent work experience.
  • Minimum of 5 years direct client experience required; Retirement Services industry experience preferred.
  • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
  • Excellent written and verbal communication skills.
  • The ability to communicate effectively (clear, concise, and professionally) with all levels within the Ascensus organization, as well as with our client base.
  • Excellent presentation skills, business etiquette, client service skills and time management.
  • Demonstrated professionalism in all aspects of the role.
  • Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
  • Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
  • Excellent analytical and problem resolution skills.
  • Ability to work in a team environment to ensure common goal of providing exceptional client service.
  • Act as a change agent to initiate and respond to change productively.
  • Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.
  • Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
  • Ability to work extended hours to meet business needs as required.
  • Quality focus with attention to detail.
  • Ability to lead a team and/or project successfully.
  • Strong project management skills.

Benefits

  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible working hours
  • Professional development opportunities

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