Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
JOB SUMMARY:
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Provides client support and customer service on day to day issues with clients by responding via both oral and written communication
- Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
- Works with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues
- Works under pressure in a very fast paced environment
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS:
- At least 3+ years of experience working in a related position in the retirement services sector
- Proven relationship management experience
- Demonstrated project management skills
- Solid MS Office skills to include Excel
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE:
- Bachelor’s degree in a business-related field or industry experience
- DST experience
COMPETENCIES:
- Independent
- Diplomatic
- Creative Problem Solver
- Integrity
- Analytical Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Driven
- Personal Credibility
- Written and Oral Communication Skills
TRAVEL: Up to 10%
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.