Experience Inc. Jobs

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.

J O B S UMMARY

Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

E SSE NTIAL F UNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication

• Acts in a proactive 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 reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues

• Works under pressure in a very fast paced environment

• Focuses on learning in everyday activities and events

• Coordinate with and openly exchange knowledge with colleagues

• Regular, reliable, and punctual attendance

M ANAGEMENT R ESP O NSIBILITIES ( N O NE )

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

• At least 3+ years of experience working in a related position in the retirement services sector

• Proven relationship management experience

• Demonstrated project management skills

• Solid MS Office skills to include Excel

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

• Bachelor’s degree in a business-related field or industry experience

• DST experience

PROFICIENCIES

• Ability to work unsupervised

• Diplomatic

• Creative Problem Solver

• Integrity

• Detailed Thinker

• Resourceful

• Team Player

• Sound Judgment

• Results Oriented

• Personal Credibility

• Written and Oral Communication Skills

T R A VE L: Up to 10%

O T HER D UTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.

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