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Retirement Non-Qualified Client Service Manager

Newport Retirement Services

in Dallas TX

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance 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 Description:

The Retirement Non-Qualified Client Service Manager who will administer and maintain service and communications with Private Label Non-Qualified plan clients.

Your Responsibilities will include:

  • 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 and partner 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.

It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift.

 You are an Ideal Candidate if:

  • You have a Bachelor’s degree in a business related field or an equivalent combination of education and industry experience.
  • You have 4 or more years of experience in Retirement Services. Work with non-qualified deferred compensation or 457(b) and 457(f) plans a plus.
  • You have the 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.
  • You are a “self-starter” and have effective time management and organization skills as you will work in a fast-paced, demanding environment often working under tight deadlines.
  • You are able to apply advanced mathematical concepts utilizing Excel and accounting database software programs.
  • You can travel up to 10% of the time or as needed.

Newport group offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check).

Newport Group is an Equal Opportunity Employer.  We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

How to Apply

Apply online using this link.


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