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Senior Client Service Manager - Retirement

Newport Group

in Charlotte NC

Newport Group

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. 

Job Description:

The Senior Client Services Manager (Sr. CSM) will be responsible for key relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.  The Sr. CSM will act as a point of contact for assigned key relationships, handle team escalations, document procedures and identify areas for process improvement.

The Senior Client Services Manager will:

  • Provides 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.
    • 3-7 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%.

    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).

    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:  https://recruiting.ultipro.com/NEW1020/JobBoard/6162c253-9d81-da08-c252-d43d2fcb8345/OpportunityDetail?opportunityId=9c52eefd-b1c1-490e-8235-d2737b4cbf16


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