Retirement Service Consultant
Ascensus · US
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly...
Job description
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 res...