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Client Success Specialist - Retirement Plans
Job in
Lower Merion, Montgomery County, Pennsylvania, USA
Listed on 2026-07-26
Listing for:
Ascensus
Full Time
position Listed on 2026-07-26
Job specializations:
-
Customer Service/HelpDesk
Account Manager, Client Relationship Manager
Job Description & How to Apply Below
Ascensus is seeking an Account Executive to provide client service to partners, intermediaries and plan sponsors. You will learn retirement plans and Ascensus offerings to help clients manage their plans effectively, while delivering value through expert guidance and responsive service.
In this role you will own client issues, communicate clearly, and contribute to plan retention. The position requires a Bachelor's degree or equivalent, 1–3 years of financial services experience, and strong MS
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