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Client Service Manager
1 month ago
Newport, an Ascensus company, provides comprehensive retirement plan solutions and consulting expertise to plan sponsors and their advisors.
As a provider and partner, Newport is independent, experienced, and responsive.
This role is responsible for building and maintaining relationships with key clients, resolving team escalations, and identifying areas for process improvement.
Key Responsibilities- Provides client support and customer service on day-to-day issues
- Acts as a point of contact for assigned key relationships
- Works with plan sponsors, brokers, and other third-party vendors to respond to requests and resolve issues
- May participate in sales presentations and client meetings
- Performs under pressure with minimal direction
- 5+ years of experience in a related position in the retirement services sector
- Strong MS Office skills, including Excel
- Preferred education or skills include a Bachelor's degree in a business-related field or industry experience
Please note that this job description is not designed to cover all activities, duties, or responsibilities required of the employee for this role.