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The Client Relationship Manager serves as a key resource for plan sponsors and financial advisors, handling ERISA compliance, plan design, and governmental reporting. Responsibilities include exceptional customer service, mentoring, assisting with IRS and DOL regulations, completing payroll processes, and ensuring compliance through careful reporting and documentation. This role involves communication with clients and internal teams to manage accounts and provide accurate documentation and reports.

Enhance the value of Newport's services by providing accounting consulting services, documenting client interactions, delivering reports, and managing client expectations. Collaborate with internal teams to resolve client issues and problems in a fast-paced environment. Required: BS in Accounting, CPA certification, 3-5 years of experience, knowledge of GAAP, and advanced MS Office skills.

The Senior Consultant at Newport is responsible for managing nonqualified and COLI case work, coordinating evaluations for prospective clients, fostering client relationships, conducting training, and ensuring compliance documentation is completed. This role requires significant industry experience and focuses on delivering excellent client service.