Relationship Manager
4 weeks ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services.
Position Summary
As a Relationship Manager, you will serve as the primary point of contact for high-profile institutional accounts, providing specialized trust and fiduciary services.
Job Functions, Essential Duties, and Responsibilities
- Nurture long-standing relationships with clients by delivering high-quality and responsive service.
- Lead efforts to onboard new accounts, gather relevant information, and coordinate the account opening process.
- Review agreements and prepare internal documentation to ensure proper administration.
- Meet periodically with contacts, ensure timeliness of client deliverables, and field inquiries.
- Direct Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub-accounting, and various reconciliation processes.
- Work closely with Senior Management, Trust Administrators, Operations, Financial Analysts, and Attorneys to perform services.
- Present annual account reviews at weekly committee meetings and actively participate in internal planning and coordination meetings.
- Facilitate participant communications related to employer stock funds and distributions.
- Promote procedural prudence by complying with policies and procedures, retaining records, and responding to audit inquiries.
- Identify cross-selling opportunities to support business development within the organization.
Supervision
- N/A
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, including 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%
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 the validity of a job posting, we strongly encourage you to apply directly through our website.
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