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Account Executive, Client Services - Retirement at Ascensus - ApplyBlast

Account Executive, Client Services - Retirement

Ascensus

4 months ago

3.4 on Glassdoor

Florida

Onsite

Full Time

Junior

0 applicants

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About this role

An Account Executive at Ascensus provides exceptional client service to plan sponsors and intermediaries by managing retirement plans, resolving issues, and driving retention through proactive support and consulting. The role involves analyzing plan activities, producing regular reports, and collaborating with internal teams to meet service level goals and support sales efforts.

Responsibilities

Manage client retirement plans and resolve service issues
Produce and analyze regular reporting on plan activities
Collaborate with sales teams to support business growth
Communicate clear updates on compliance testing and statements
Prioritize tasks to meet strict service level goals

Skills

Qualifications

Bachelor's degree

About Ascensus

ascensus.com

Headquarters

Dresher, Pennsylvania, United States

Company Size

5001-10000 employees

Founded

1980

View Profile

Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.