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 : Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; 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 timely and effectively either orally or via 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, consults on client inquiries and researches/resolves issues

　　May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed

　　Performs under pressure with minimal direction

　　Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy

　　Focuses on learning in everyday activities and events

　　Collaborates with and openly shares knowledge with colleagues

　　Regular, reliable, and punctual attendance

　　Management Responsibilities (None)

　　Required Education, Experience and Certificates, Licenses, Registrations

　　5+ years of experience working in a related position in the retirement services sector

　　Strong MS Office skills to include Excel

　　Preferred (but not required) education or skills for this role are

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

　　DST experience

　　Competencies

　　Verbal and Written Communication Skills

　　Independent

　　Time Management

　　Diplomatic

　　Creative Problem Solver

　　Integrity

　　Analytical Thinker

　　Resourceful

　　Team Player

　　Sound Judgment

　　Results Driven

　　Exhibits Personal Credibility

　　Forward Thinking

　　Planning and Organizing

　　Project Management

　　Travel : Up to 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.

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