Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
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 business. Provide references as requested.
•Perform other duties and participate in special projects as assigned.
Minimum 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.
•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.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Skills Required
- 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.
- Strong written and verbal communication skills.
- Proficiency in MS Office (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.
- Sound business judgment to escalate issues appropriately.
- Ability to work overtime to meet business unit needs.
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
