About the role

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.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Aplyr's read

Ascensus empowers individuals to secure their financial future through innovative savings solutions, attracting professionals dedicated to personalized service and technological advancement.
Synthesized from recent postings & public sources

What's promising

•Ascensus is a leader in retirement and college savings, providing stability in the financial services sector.
•The company invests in innovative technology, enhancing its service offerings and operational efficiency.
•Employees benefit from a culture focused on personalized service, fostering strong client relationships.

What to watch

•The financial services sector is highly competitive, posing challenges for market differentiation.
•Regulatory changes in retirement savings can impact business operations and strategy.
•Limited public information about Ascensus's diversity and inclusion initiatives.

Why Ascensus

•Ascensus specializes in both retirement and college savings, offering a dual focus uncommon in the industry.
•The company emphasizes personalized service, setting it apart in a tech-driven financial landscape.
•Ascensus's commitment to innovative technology supports its leadership in savings solutions.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Ascensus

Ascensus

ascensus.com

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Ascensus is a leading provider of retirement and college savings solutions, dedicated to helping individuals save for their future through innovative technology and personalized service.