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Relationship Manager (Retirement)

Newport Retirement Services

in Folsom CA

Newport Group

Who We Are

Newport helps companies 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 Description:

The Relationship Manager who will administer and maintain service and communications to retirement plan clients. This includes client support, 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.

The Relationship Manager will:

  • Provide client support and customer service on day-to-day inquiries from clients pertaining to the administration of their retirement plan.
  • Respond to client requests in both oral and written communication.
  • Act in a pro-active manner with assigned clients and advisors and build relationships to ensure retention.
  • Will be responsible for interpreting plan documents, compliance tests/reports and ERISA regulations 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 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.
  • Coordinate and manage completion of work with internal departments (compliance team, consulting team, operations, etc.)
  • May participate in sales finals presentations and promote cross-sell opportunities.

Requirements:

  • Bachelor’s degree in business related field or combination of education and industry experience
  • 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment, 403b or IRA areas
  • Excellent communication skills both written and verbal
  • Strong MS Office Skills with an emphasis in excel
  • Preferred ASPPA or CEBS
  • Required travel up to 25%
  • This position will be located in Folsom, CA

#HP

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.

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).

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.

How to Apply


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