What are the responsibilities and job description for the Client Service Manager (457 Plans) position at Ascensus?
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 : Client Service Manager who will administer and maintain service and communications with our Non-Qualified plan clients.
E SSENTIAL F UNCTIONS R easonable 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.
S UPERVISORY R ESPONSIBILITIES ( N O NE )
R EQUIRED E DUCATION , E XPERIENCE AND C ERTIFICATES , L ICENSES , R EGISTRATIONS
education and industry experience.
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.
deadlines.
P REFERRED ( BUT NOT REQUIRED ) EDUCATION OR SKILLS FOR THIS ROLE ARE
C O M PETENCIES
T R A VE L : Less than 10%.
O T HE R 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 @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”).
