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Manager, Client Services

Newport Group

in Folsom, CA


Newport Group has an excellent opportunity available for a Manager, Client Services. This role will be responsible for the direct management of client services professionals who provide outstanding service while developing positive relationships with a group of the firms client relationships.

The successful candidate will be responsible for developing and improving a working knowledge of our processes, and retirement plans in conjunction with proactive participation with senior management. S/he will work to develop and improve the relationship and leadership skills of team, and coordinate the service delivery by partnering with key internal partners.

The Manager, Client Services will have total responsibility for client satisfaction.  This includes significant contact and interaction, resulting in many face to face meetings (travel) with the goal of enhancing client relationships.

Will conduct performance counseling, mentoring and performance evaluations and in addition will be responsible for recruitment, selection and retention of associates.


  • Bachelor’s degree or equivalent combination of education and experience
  • 5-7 years of supervisory or managerial experience in a client services team environment
  • 5+ years’ experience in a related retirement services field
  • 403(b) experience a plus
  • Strong analytical skills, strong interpersonal skills, attention to detail, excellent organization skills ability to mentor and lead others

How to Apply

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This ad has been viewed 509 times. It expires on 7/11/2017.

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