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.

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.
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 the 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.

Account Executive, Client Services – Retirement

Key skills