Ascensus
5001 - 10000 employees
Founded 2000
💸 Finance
👥 HR Tech
💰 Secondary Market on 2019-02
Finance • HR Tech
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
Account Executive, Client Services – Retirement
🕒 Yesterday
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Ascensus
5001 - 10000 employees
Founded 2000
💸 Finance
👥 HR Tech
💰 Secondary Market on 2019-02
Finance • HR Tech
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
📋 Description
• Develop a thorough understanding of our business, products and services • Consistently deliver a high level of proactive client service • Develop effective working relationships with team and internal departments • Provide thorough, high quality research, problem solving and issue resolution • Ensure inquiries and issues are resolved and service levels are met • Help drive increases in client retention • Achieve individual and team goals for service levels, growth and retention • Produce, analyze, and distribute reporting on a regular basis • Support the sales team in their efforts to attain more business • Participate in special projects as assigned
🎯 Requirements
• Bachelor’s degree or equivalent work experience • 1-3 years direct client experience in financial services preferred • Strong written and verbal communication skills • Proficiency in MS Office software applications, specifically Word and Excel • Strong analytical and problem resolution skills • Ability to work in a team environment • Ability to adapt to changing environment and shifting priorities • Ability to work well under pressure with multiple priorities and deadlines
🏖️ Benefits
• Health insurance • 401(k) retirement plans • Paid time off • Flexible work arrangements
Apply NowSimilar Jobs
🕒 2 days ago
Client Services Administrator supporting internal stakeholders to deliver client programs on time and in a quality manner. Working closely with accounting and managing project progress to meet client expectations.
🕒 2 days ago
Client Service Associate responsible for high-volume mortgage servicing inquiries in a remote call center environment. Supporting lenders with insurance-related questions and ensuring customer satisfaction for mortgage accounts.
🇺🇸 United States – Remote
💵 $19 / hour
💰 Post-IPO Equity on 2014-01
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
🕒 2 days ago
Client Financial Services Coordinator managing delinquent accounts and payment collections for veterinary clients. Ensure excellent client experience while handling financial inquiries and resolving discrepancies.
🇺🇸 United States – Remote
💵 $19 - $20 / hour
💰 Debt financing on 2025-04
⏰ Full Time
🟢 Junior
📁 Client Services
🕒 3 days ago
Pubity Group
11 - 50
Account Executive managing branded content campaigns at Pubity Group. Collaborating internally and reporting on campaign performance across digital platforms.
🕒 3 days ago
Client Services Manager supporting manufacturing & engineering projects with account management and client relationship building. Managing high-volume staffing processes and ensuring client satisfaction throughout.
