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.
JOB SUMMARY:
Assists Client Service Managers in providing best of class service to our clients. Selects vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra- departmental requests and manages reoccurring projects.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
- Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees
- Provides assistance to clients through a number of channels including phone, letters and emails to quickly resolve the request
- Generates and delivers reports to clients
- Coordinates transactions with internal departments and tracks through completion
- Prioritizes tasks based on the urgency of the request
- Delivers efficient and rapid resolution in the most effective way possible
- Effectively utilizes and navigates internal resources to arrive at the right solution for the client
- (e.g. computer systems, online resources and client service relationships)
- Completes special projects as needed
- Assists team with duties and tasks as needed
- Multi-tasks and works in a fast-paced environment
- Builds internal relationships and communicates effectively
- Regular, reliable and punctual attendance
MANAGEMENT RESPONSIBILITIES (NONE)
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
- 1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
- Advanced Excel experience
- 4 year college degree
PROFICIENCIES:
- Client Service
- Proactive
- Resourceful
- Written and Verbal Communication skills
- Time Management
- Critical Thinking
- Organizational Skills
- Attention to Detail
- Accuracy
- Team Player
TRAVEL: Up to 5%
OTHER DUTIES
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.
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 validity of a job posting, we strongly encourage you to apply directly through our website.
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