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Client Services Manager

Newport Group

in Folsom CA

Company Overview:

Newport Group is a leading provider of retirement plans, insurance, and consulting services.  We help companies offer their employees a more secure financial future by offering comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. 

The Client Services Manager (CSM) will be responsible for key relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.

The Client Services Manager will :

  • Act as a point of contact for assigned key relationships, handle team escalations, document procedures and identify areas for process improvement.
  • Provide client support and customer service on day to day issues with clients by responding both orally and via written communication. 
  • Act in a pro-active manner with assigned clients and build relationships to ensure retention.
  • Work 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.
  • May participate in sales finals presentations as well as prepare and facilitate client/advisor meetings when needed.

 Requirements for this role include:

  •  Bachelor’s degree from an accredited university preferred.
  • 3-5 years’ experience working in a related position in the retirement services sector.
  • Must have demonstrated relationship management experience.
  • Strong project management skills.
  • Good written and oral communication skills.
  • Relius or DST experience preferred.
  • Strong MS Office skills to include excel.
  • Effective time management and organization skills.
  • Travel potential up to 10%.

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).

How to Apply

Apply online using this link:

This ad has been viewed 643 times. It expires on 8/4/2018.

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