Relationship Manager
2 months ago
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.
Section 1: Position Summary
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
Section 2: Job Functions, Essential Duties and Responsibilities
- Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Reviews agreements and prepare internal documentation to assure proper administration
- Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
- Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
- Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
- Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
- Facilitates participant communications related to employer stock funds and distributions
- Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
- Identifies cross-selling opportunities to support business development within the
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
- Trust system experience (e.g., SEI’s Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
COMPETENCIES
- Client Service Oriented
- Personable
- Team Player
- Proactive
- Problem Solver
- Resourceful
- Independent
- Integrity
- Time Management
- Detail Oriented
TRAVEL
- Up to 5%
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
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.
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Straker Ltd Full timeJob OverviewSalary: CompetitiveAre you enthusiastic about building strong client partnerships and driving organizational success? Do you possess a keen interest in technology and delivering creative solutions? If so, we have a remarkable opportunity for you.About Straker Ltd: Straker Ltd is a forward-thinking and innovative technology company that provides...
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States ArcBest Full timePosition Overview:As a vital member of the ArcBest team, the Account Manager plays a crucial role in fostering robust client relationships and driving business growth.Key Responsibilities:Formulate and execute sales strategies to accurately assess and meet client requirements.Recognize obstacles and devise effective solutions to create new business...
-
Physician Relationship Manager
2 months ago
Philadelphia, United States Thomas Jefferson Univ Full timeReference #: 9299678 Provider Relations Manager will be responsible for visiting Jefferson employed amp; independent Primary Care and Specialty Practices to share information on priority programs/services in order to generate new referrals and contribute to market share growth (80% of time is in territory; remainder attending meetings amp; handling...
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States ArcBest Full timePosition Overview:Formulate and execute sales initiatives to comprehend client requirements.Recognize obstacles and devise strategies to create opportunities.Deliver presentations and cultivate relationships with clients across various sectors.Keep abreast of market developments and competitor activities to fulfill client expectations.Employ diverse...
-
Private Client Relationship Manager
21 hours ago
Philadelphia, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth relationships...
-
Non-Qualified Relationship Manager
1 week ago
Philadelphia, United States Ascensus Full timeJob Description Job Summary: Manages assigned non-qualified retirement services client accounts and relationships to include communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and the client’s expectations. Essential Functions Reasonable accommodations may be made to enable...
-
Private Client Relationship Manager
2 days ago
Philadelphia, United States Citizens Full timeJob DescriptionDescriptionPrivate Client Relationship Manager - Center City Broad & Walnut, PA Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating...
-
Client Relationship Manager
1 week ago
Philadelphia, Pennsylvania, United States ArcBest Full timePosition Overview:As a vital member of the ArcBest team, the Account Manager plays a crucial role in fostering and enhancing customer relationships while driving business growth.Key Responsibilities:Formulate and execute effective sales strategies to accurately assess and meet client requirements.Recognize obstacles and devise innovative solutions to create...
-
Dealer Relationship Manager
5 days ago
Philadelphia, United States Stellantis Financial Services US Full timeJob DescriptionJob DescriptionStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.Our exciting...
-
Dealer Relationship Manager
5 days ago
Philadelphia, United States Stellantis Financial Services US Full timeStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Xavier Creative House Full timeJob OverviewXavier Creative House (XCH) is on the lookout for a proactive and client-focused Account Manager to enhance our fully remote workforce. This position provides the chance to foster and nurture robust client partnerships within a dynamic healthcare marketing landscape, with a competitive salary range of $65,000 to $75,000, contingent on...
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Acosta Group Full timePOSITION SUMMARYThe Client Relationship Manager is accountable for overseeing the business operations of assigned clients within specific customer accounts. The primary focus is to enhance sales and expand market presence for the brands represented, while ensuring profitability for both our manufacturers and Acosta Group.KEY RESPONSIBILITIES+ Achieve client...
-
Middle Market Relationship Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are the premiere, locally...
-
Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States NBME Full timeJob OverviewPOSITION SUMMARYNBME is on the lookout for a Client Engagement Manager to join our Customer Success team. This role involves collaborating with medical institutions and health training programs, offering expertise in the effective use of assessment portfolios to enhance student learning outcomes. The ideal candidate will have a solid...
-
Network Initiatives Business Relationship Manager
2 months ago
Philadelphia, Pennsylvania, United States JPMorganChase Full timeJob Description Do you have a passion for business relationship development? Do you enjoy partnering with internal and external partners to drive a better customer experience? Are you #customerobsessed? If so, the Network Initiatives Business team may be the perfect fit As a Network Initiatives Business Relationship Manager - VP within the Networks...
-
Asset Recovery Relationship Manager
4 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...
-
Senior Client Relationship Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Esri Full timeOverview We are seeking a dedicated professional with a strong background in GIS, communication networks, 5G technologies, and broadband development. Your expertise in geospatial technology will be crucial in enhancing our Telecommunications sales team at Esri. We value individuals who are customer-focused and thrive in collaborative environments,...
-
Senior Client Relationship Manager
1 week ago
Philadelphia, Pennsylvania, United States Esri Full timeOverview We are seeking a dedicated professional with a strong background in GIS, communication networks, 5G technology, and broadband development. Your expertise in geospatial technology will be crucial in enhancing the effectiveness of Esri's Telecommunications sales division. We value individuals who prioritize customer satisfaction and thrive in...
-
Senior Client Relationship Manager
1 week ago
Philadelphia, Pennsylvania, United States Esri Full timeOverview We are seeking a dedicated professional with a strong background in GIS, communication networks, 5G technology, and broadband development. This role is essential to enhancing Esri's Telecommunications sales team. The ideal candidate will be customer-focused and a collaborative team player, skilled in identifying and executing strategies that...
-
Relationship Banker
2 days ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Relationship Banker. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. You will also be...