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Qualified Relationship Manager

1 month ago

Philadelphia, 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.

Provides pro-active service and communications to retirement plan clients. This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.

**E** **SSE** **NTIAL** **F** **UNCTIONS** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ .

Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request

Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships

Responsible for interpreting plan documents for client plan administration.

Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds

to requests for specialized reports

Assists plan sponsor and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors.

Works with clients to correct and fund payroll items and manages distribution requests.

Coordinates plan compliance testing with the compliance team.

Participates in sales finals presentations and promotes cross-sell opportunities as needed

**S** **UPERVISORY** **R** **ESP** **O** **NSIBILITIES** **(** **NONE** **)**

**R** **E** **Q** **UIRED** **E** **DUCATION** **, E** **XPE** **RIENCE AND** **C** **E** **RTIFICATES** **, L** **ICENSES** **, R** **E** **G** **ISTRATIONS**

Bachelors degree in business related filed or combination of education and industry experience

3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k)

environment, 403b or IRA areas

Strong MS Office Skills with an emphasis in Excel

**P** **REFERRED** **(** **BUT NOT REQUIRED** **)** **E** **DUCATION OR SKILLS FOR THIS ROLE ARE**

Preferred ASPPA or CEBS

**C** **O** **MPETENCIES**

Thrives in a fast-paced environment

Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment

Excellent communication skills both written and verbal

Builds collaborative relationships

Effective time management and organization skills

Demonstrates initiative

Forward thinking

Fosters teamwork

Results drive/oriented

**TRAVEL: 10** %.

**O** **THER 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._

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (Protected Status).