Client Services Manager (Remote) - 401k admin experience required
Company: Newport
Location: Garland
Posted on: June 24, 2022
Job Description:
Who We AreNewport 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 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 in a professional manner
- Acts in a pro-active manner with assigned clients and builds
relationships to ensure retention
- Works with Private Label partners, 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
- Collaborates with internal stake holders to ensure a positive
client experience, increase client retention and/or improve client
satisfaction
- Multi-tasks and shifts priorities as needed
- Other projects as assigned
- Regular, reliable and punctual attendanceManagement
Responsibilities (None)Required Education, Experience and
Certificates, Licenses, Registrations
- Bachelor's degree in a business related field or 7 years
industry experience
- 3+ 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 ExcelPreferred (but not
required) education or skills for this role are
- TRAC experience
- Retirement Plan Fundamentals Certification (RFP) Competencies
- Independent
- Diplomatic
- Creative Problem Solver
- Integrity
- Analytical Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Driven
- Personal Credibility
- Professional Written and Oral Communication Skills TRAVEL: Up
to 5% OTHER DUTIESPlease 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 EMPLOYERNewport 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.
Keywords: Newport, Garland , Client Services Manager (Remote) - 401k admin experience required, Administration, Clerical , Garland, Texas
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