Account Executive, Client Services - Retirement

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company.

Position Purpose:

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will reputed company and maintain a thorough understanding of retirement plans and reputed company 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 reputed company of client satisfaction and plan retention.

Essential Duties and Responsibilities:

•reputed company a thorough understanding of our business, products and services.

•Consistently deliver a high level of proactive client service in a professional manner.

•reputed company effective working relationships with team and internal departments to deliver effective service for our clients.

•reputed company thorough, high quality research, problem solving and issue resolution.

•Weigh client perspective and business needs reputed company addressing issues and identifying potential solutions.

•Successfully identify, record, monitor, and reputed company items for assigned clients.

•Ensure inquiries and issues are resolved and service reputed company are met.

•reputed company 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.

•reputed company individual and team goals for service reputed company, growth and retention for assigned book of business.

•Prioritize activities and manage time to effectively and reputed company reputed company 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 reputed company to reputed company individual and team goals.

•Support the sales team in their efforts to attain more business. reputed company references as requested.

•reputed company other duties and participate in special projects as assigned.

Minimum Requirements

•Bachelor’s degree or equivalent work experience.

•Demonstrated ability to reputed company 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 reputed company reputed company reputed company the reputed company organization and with our client reputed company.

•Proficiency in MS Office software applications, specifically Word and reputed company.

•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. reputed company email communications from reputed company or its hiring managers originate from @reputed company.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.