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.

　　J O B S UMMARY : 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.

　　E SSE NTIAL F UNCTIONS 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

　　• Works under pressure in a very fast paced environment

　　• Focuses on learning in everyday activities and events

　　• Collaborates with and openly shares knowledge with colleagues

　　• Regular, reliable, and punctual attendance

　　M ANAGEMENT R ESP O NSIBILITIES ( N O NE )

　　R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS

　　• At least 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 Excel

　　P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE

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

　　• DST experience

　　C O MPETENCIES

　　• Independent

　　• Diplomatic

　　• Creative Problem Solver

　　• Integrity

　　• Analytical Thinker

　　• Resourceful

　　• Team Player

　　• Sound Judgment

　　• Results Driven

　　• Personal Credibility

　　• Written and Oral Communication Skills

　　T R A VE L: Up to 10%

　　O T HER D UTIES

　　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.