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: Relationship Manager who will administer and maintain service and communications with our Non-Qualified plan clients.
All levels welcome to apply
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.
Skills Required
- Bachelor's degree in a business-related field or equivalent combination of education and industry experience.
- 4 or more years of experience in Retirement Services.
- Experience working with non-qualified deferred compensation or 457(b) and 457(f) plans.
- Ability to read, analyze, and interpret business periodicals, technical procedures, and governmental regulations; write reports and business correspondence.
- Ability to effectively present information and respond to questions from groups, clients, and managers.
- Self-starter with strong time management and organizational skills for fast-paced, deadline-driven work.
- Advanced mathematical skills and proficiency using Excel and accounting database software.
- Experience providing client support, handling day-to-day inquiries, and resolving issues.
- Ability to deliver web-based demonstrations and assist clients with web applications.
Ascensus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ascensus and has not been reviewed or approved by Ascensus.
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Flexible Benefits — Flexible and remote options are positioned as a meaningful part of the overall rewards experience and can help offset base-pay concerns for some roles.
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Healthcare Strength — Healthcare coverage is presented as broad and modern, including medical, dental, vision, mental-health resources, and navigation support programs.
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Parental & Family Support — Family-oriented benefits stand out through paid parental leave and practical supports like breast-milk shipping for traveling, breastfeeding employees.
Ascensus Insights
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
