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Client Service Manager

4 months ago

Charleston, West Virginia, United States Ascensus Full time

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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