Job Description
The Account Executive works under the direction of the company’s President to service clients by managing relationships and directing and coordinating assigned projects. The Account Executive will work closely with the client Funds’ Legal Counsels, Consultants, Trustees and other professionals to provide client services as outlined in the Client Administrative Services Agreement. The Account Executive is responsible for accurate, proper and timely execution of all assigned work and is required to have technical and public relationship skills to deliver a level of service that consistently meets or exceeds client expectations. Serves as operational manager for at least one department (which can include cross-training in and management of Payroll Audit and Employer Control) assisting with achievement of Company Key Performance Indicator related projects.