Client Service Manager NQ

Lake Mary, FL - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Newport an Ascensus company helps employers offer their associates a more secure financial future throughretirement plansinsuranceandconsulting 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.

JOB SUMMARY: Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Administer and maintain; documentation and record keeping plan statements and communication of information to client and assist to modify and enhance plan administration processes within the limits of established policy.

Provide client support and customer service on day-to-day inquiries from clients.

Respond to client requests in both oral and written communication.

Act in a pro-active manner with assigned clients advisors and partners to build and retain relationships.

Responsible for interpreting plan documents for client plan administration.

Provide calculations and amounts to plan sponsors communication of fund actions and communicate and consult with clients to answer inquiries research and resolve issues provide legal updates and respond to requests for specialized reports.

Assist plan sponsor partners and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.

Work with clients to correct and fund payroll items and handle distribution requests.

Manage enrollment events with Plan Sponsors and necessary internal teams including coordinating the development of enrollment materials and education.

Participate in sales finals presentations and other client meetings.

SUPERVISORY RESPONSIBILITIES (NONE)

REQUIRED EDUCATION EXPERIENCE AND CERTIFICATES LICENSES REGISTRATIONS

You have a Bachelors degree in a business related field or an equivalent combination of

education and industry experience.

You have 4 or more years of experience in Retirement Services. Work with non-qualified deferred compensation or 457(b) and 457(f) plans a plus.

You have the ability to read analyze and interpret general business periodicals

professional journals technical procedures or governmental regulations. Ability to write reports business correspondence and procedure manuals. Ability to effectively present

information and respond to questions from groups of managers clients customers and

the general public.

You are a self-starter and have effective time management and organization skills as you will work in a fast-paced demanding environment often working under tight

deadlines.

You are able to apply advanced mathematical concepts utilizing Excel and accounting database software programs.

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

Work with non-qualified deferred compensation or 457(b) and 457(f) plans preferred.

COMPETENCIES

Independent

Diplomatic

Creative Problem Solver

Integrity

Analytical Thinker

Resourceful and Thorough

Motivated and Persistent

Builds Collaborative Relationships

Utilizes Sound Judgment

Results Driven

Personal Credibility

Written and Oral Communication Skills

Time Management

Planning and Organizing

TRAVEL: Less than 10%.

OTHER 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 @ or @ 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.

Required Experience:

Manager