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Client Services Manager

Newport

in Folsom CA / Chicago IL / Saint Petersburg FL / La Crosse WI / Charlotte NC / Mobile AL / Overland Park KS / Lake Mary FL / Dallas TX / PA

Logo for Newport

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 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 client? 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. 

Supervisory Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

  • Bachelor’s degree in a business related field or industry experience.
  • 3-7 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

  • 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: 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.

EQUAL OPPORTUNITY EMPLOYER

Newport 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 and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As 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.

How to Apply

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