Ascensus-posted 5 months ago
Full-time
Remote • Bridgeport, CT
Professional, Scientific, and Technical Services

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. The position involves building and maintaining relationships with qualified defined contribution retirement plans utilizing our Recordkeeping platform. The role acts as a point of contact for assigned relationships, resolves team escalations, documents procedures, and identifies areas for process improvement.

  • Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication
  • Acts in a proactive 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 reply 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
  • Coordinates with and openly exchanges knowledge with colleagues
  • Maintains regular, reliable, and punctual attendance
  • 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
  • Bachelor's degree in a business-related field or industry experience
  • DST experience
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