Account Executive, Client Services – Retirement

🔥 13 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 24 days.
• No salary listed.

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

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

• Provide client service to partners, intermediaries and plan sponsors • Develop and maintain understanding of retirement plans and Ascensus products and services • Take ownership of client issues and provide subject matter expertise on day-to-day activities • Provide value-added consulting to support client satisfaction and plan retention • Develop effective working relationships with team members and internal departments • Research, troubleshoot and resolve client issues • Identify, record, monitor and close items for assigned clients • Ensure inquiries and issues are resolved and service levels are met • Communicate with clients and advisors regarding services, execution and resolution • Support client retention and achieve service, growth and retention goals • Manage priorities and time to provide efficient client service • Respond to inquiries about plan activity, including compliance testing, quarterly statements and RMDs • Produce, analyze and distribute regular reporting • Support the sales team and provide references as requested • Perform other duties and participate in special projects as assigned

🎯 Requirements

• Bachelor’s degree or equivalent work experience • Demonstrated ability to perform in a fast paced service environment • 1-3 years direct client experience in financial services preferred • Strong written and verbal communication skills • Ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with the 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

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