Relationship Manager - Newport NQ

Ascensus • Sacramento, CA

128d

About The Position

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.

Requirements

• Bachelor's degree from an accredited university or college.
• Minimum of five years of relevant professional experience.
• Strong MS Office skills to include Outlook, Excel, Word and PowerPoint.

Nice To Haves

• Trust system experience (e.g., SEI's Trust3000).
• Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates.

Responsibilities

• Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations.
• Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process.
• Reviews agreements and prepare internal documentation to assure proper administration.
• Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries.
• Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes.
• Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services.
• Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings.
• Facilitates participant communications related to employer stock funds and distributions.
• Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries.
• Identifies cross-selling opportunities to support business development.

What This Job Offers

• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree