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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**
Bachelors 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., SEIs 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
_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._
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (Protected Status).
Full Time
$89k-119k (estimate)
06/26/2024
07/13/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
The following is the career advancement route for Relationship Manager (Qualified & Non-Qualified Plans) positions, which can be used as a reference in future career path planning. As a Relationship Manager (Qualified & Non-Qualified Plans), it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager (Qualified & Non-Qualified Plans). You can explore the career advancement for a Relationship Manager (Qualified & Non-Qualified Plans) below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
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Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
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They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
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Get comfortable speaking to people.
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Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
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Step 3: View the best colleges and universities for Relationship Manager.