Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

United Benefit Pensions Inc. logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)
(Remote)

Qualified Plan Consultants, LLC (QPC) logo

Relationship Manager

The Retirement Plan Company (TRPC)/an ABG firm
(Remote / Pacific WA)

The Retirement Plan Company (TRPC)/an ABG firm logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

Plan Administrator / Assistant

National Employers Retirement Trust
(Remote / Bethesda MD / DC / PA / VA / WV)

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Senior Plan Administrator

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

Retirement Plan Administrator

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

401(k) Plan Administrator Trainee/Assistant

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

"You Break It, We Fix It" Administrator

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc
(Remote)

BlueStar Retirement Services, Inc logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Client Relationship Manager

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Compliance Manager

Newfront, formerly ABD Insurance and Financial Services
(Remote / San Mateo CA)

Newfront, formerly ABD Insurance and Financial Services logo

Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

Bidwell Consulting Services, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Customer Service - Account Services Rep (Entry-Level)

Newport

in Mobile AL / Saint Petersburg FL / Charlotte NC / La Crosse WI / Overland Park KS / Fresno CA / Folsom CA / VT

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.

Hourly rate up to $16.00/hour depending on experience. 

Job Summary:

Account Service Representative works to assist our Client Service Managers in providing best of class service to our clients. The Account Service Representative will work to determine vested benefits, reconciling trust assets including participant loans and contributions, assist Plan Sponsors with standard requests, resolve internal intra-departmental requests and managing reoccurring projects.

What You will do:

  • Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and how those areas impact businesses and employees.
  • Provide client support and customer service on day to day issues with clients by responding both orally and via written communication.
  • Generate and deliver reporting to clients
  • Coordinate transactions with internal departments and track through completion
  • Complete special projects as needed
  • Assist team with duties and tasks as needed
  • Prioritize tasks due to urgency of requests
  • Manage responsiveness through daily organization of multiple systems

Requirements for this role include:

  • Bachelor’s degree preferably in finance, economics, or business.
  • Must have superior client service skills.
  • Advanced excel experience.
  • Proactive and resourceful.
  • Able to multi-task and work in a fast-paced environment.
  • Ability to build internal relationships and communicate effectively with others.
  • Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
  • Must exhibit strong written and oral communication skills.
  • 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.
  • Critical thinking

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

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.