Relationship Manager (Qualified & Non-Qualified Plans)

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

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