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Client Service Manager for Non-Qualified Retirement Plans

Newport, an Ascensus Company

in Remote

Newport, an Ascensus company, helps employers 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:   Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Administer and maintain; documentation and record keeping, plan statements, and communication of information to client, and assist to modify and enhance plan administration processes within the limits of established policy.
• Provide client support and customer service on day-to-day inquiries from clients.
• Respond to client requests in both oral and written communication.
• Act in a pro-active manner with assigned clients, advisors and partners to build and retain relationships.
• Responsible for interpreting plan documents for client plan administration.
• Provide calculations and amounts to plan sponsors, communication of fund actions and communicate and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports.
• Assist plan sponsor, partners and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.
• Work with clients to correct and fund payroll items and handle distribution requests.
• Manage enrollment events with Plan Sponsors and necessary internal teams including coordinating the development of enrollment materials and education.
• Participate in sales finals presentations and other client meetings.

SUPERVISORY RESPONSIBILITIES (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• You have a Bachelor’s degree in a business related field or an equivalent combination of education and industry experience.
• You have 4 or more years of experience in Retirement Services. Work with non-qualified deferred compensation or 457(b) and 457(f) plans a plus.
• You have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  
• Ability to write reports, business correspondence, and procedure manuals.  
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• You are a “self-starter” and have effective time management and organization skills as you will work in a fast-paced, demanding environment often working under tight deadlines.
• You are able to apply advanced mathematical concepts utilizing Excel and accounting database software programs.

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• Work with non-qualified deferred compensation or 457(b) and 457(f) plans preferred.

COMPETENCIES

• Independent
• Diplomatic
• Creative Problem Solver
• Integrity
• Analytical Thinker
• Resourceful and Thorough
• Motivated and Persistent
• Builds Collaborative Relationships
• Utilizes Sound Judgment
• Results Driven
• Personal Credibility
• Written and Oral Communication Skills
• Time Management
• Planning and Organizing

TRAVEL: Less than 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.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

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