MEP / PEP Client Service Manager

Job Summary

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.

Essential Functions

Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication
• Acts in a proactive 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 reply 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
• Coordinate with and openly exchange knowledge with colleagues
• Regular, reliable, and punctual attendance

Required Experience and Certifications

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

Preferred Qualifications

Proficiency

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 tasks that are required of the employee for this job. Duties, tasks, and activities may change at any time with or without notice.

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