Relationship Manager

Ascensus • AL

150d

About The Position

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: Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.

Requirements

• Bachelor’s degree in a business related field or an equivalent combination of education and industry experience.
• 4 or more years of experience in Retirement Services.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Self-starter with effective time management and organization skills.
• Ability to apply advanced mathematical concepts utilizing Excel and accounting database software programs.

Nice To Haves

• Work with non-qualified deferred compensation or 457(b) and 457(f) plans preferred.

Responsibilities

• Administer and maintain documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy.
• Provide client support and customer service on day-to-day inquiries from clients.
• Respond to client requests in both oral and written communication.
• Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships.
• Responsible for interpreting plan documents for client plan administration.
• Provide calculations and amounts to plan sponsors, communication of fund actions and communicate and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports.
• Assist plan sponsor, partners and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.
• Work with clients to correct and fund payroll items and handle distribution requests.
• Manage enrollment events with Plan Sponsors and necessary internal teams including coordinating the development of enrollment materials and education.
• Participate in sales finals presentations and other client meetings.

Benefits

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree