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Client Service Manager

Newport, an Ascensus Company

in Remote

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:  Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.  Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Provides client support and customer service on day to day issues with clients by responding via both oral and written communication
• Acts in a pro-active 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 respond 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
• Collaborates with and openly shares knowledge with colleagues
• Regular, reliable, and punctual attendance

MANAGEMENT RESPONSIBILITIES (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• 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

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• Bachelor’s degree in a business-related field or industry experience
• DST experience

COMPETENCIES

• Independent
• Diplomatic
• Creative Problem Solver
• Integrity
• Analytical Thinker
• Resourceful
• Team Player
• Sound Judgment
• Results Driven
• Personal Credibility
• Written and Oral Communication Skills

TRAVEL: Up to 10%

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties,

responsibilities and activities may change at any time with or without notice.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

How to Apply

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