- 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
- N/A
- Bachelor's 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
- Trust system experience (e.g., SEI's Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
- Client Service Oriented
- Personable
- Team Player
- Proactive
- Problem Solver
- Resourceful
- Independent
- Integrity
- Time Management
- Detail Oriented
- Up to 5%
-
Relationship Manager
4 weeks ago
Trove Family Office Boston, United StatesCompany Overview · Trove is an administrative financial services company that understands the complex needs of highnet-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-today, financial solutions to the families and engagements it s ...
-
Client Relationship Manager
1 week ago
firstPRO, Inc Boston, United StatesContract · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary responsibilities of the position include ongoing account management, driving client retention, satisfaction and reference ability an ...
-
Client Relationship Manager
1 week ago
firstPRO, Inc Boston, United StatesfirstPRO is now accepting resumes for a Client Relationship Manager role in Boston, MA. This is a direct hire role with a hybrid workstyle. · About the position: · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of th ...
-
Client Relationship Manager
1 week ago
firstPRO, Inc Boston, United StatesFirstPro is now accepting resumes for a Client Relationship Manager position based in Boston, MA. This role will focus on managing a portfolio of clients by performing ongoing account management, driving client retention, and management of commercial opportunities within the clie ...
-
Client Relationship Manager
2 weeks ago
Voya Financial, Inc. Boston, United StatesTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Relationship Manager, Client Rela ...
-
Client Relationship Manager
1 week ago
VOYA Financial Inc. Boston, United StatesTogether we fight for everyone's opportunity for a better financial future. · We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not goo ...
-
Client Relationship Manager
3 weeks ago
ProPivotal Boston, United StatesClient Relationship Manager - 75k to 80K - Hiring Immediately · ProPivotal is the largest Boston · - · based staffing firm · and has been recognized by a number of organizations for our exceptional service and our outstanding results. It is our pleasure to provide service to m ...
-
Relationship Management Associate
3 weeks ago
CAPTRUST Boston, United StatesOverview · CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing i ...
-
Client Relationship Management, AVP
2 weeks ago
State Street Corporation Boston, United StatesBe able to draw from your previous experiences and further develop your talents through all facets of client service delivery and sales support. Your Responsibilities will Include:Implementing and improving the client service proposition for our glob Client Relations, Relationshi ...
-
SVP, Commercial Relationship Manager
3 days ago
Hispanic Technology Executive Council Boston, United StatesWe are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citis Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging grow ...
-
SVP, Commercial Relationship Manager
7 hours ago
Citigroup Inc Boston, United StatesWe are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citis Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging grow ...
-
Commercial Senior Relationship Manager
3 weeks ago
M&T Bank Boston, United StatesOverview: · Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. · Primary Respo ...
-
SVP, Commercial Relationship Manager
3 weeks ago
Hispanic Technology Executive Council Boston, United StatesWe are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citis Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging grow ...
-
Client Relationship Management, AVP
3 weeks ago
State Street Corporation Boston, United StatesAbout State Street Global AdvisorsAt State Street Global Advisors, our mission is to invest responsibly to enable economic prosperity and social progress. As the asset management arm of State Street Corporation, we are the creator of the world's first ETFs and an indexing pioneer ...
-
Client Relationship Manager
2 weeks ago
pro Boston, United StatesClient Relationship Manager - $30-35/hour · About the opening: · Competitive pay rate: $30-35/hour · Manage analyst-level recruiting relationships · Work with leading financial institutions · Temp to Perm role · Responsibilities: · Cultivate and maintain client relationships · Ad ...
-
Sr. Relationship Manager
2 weeks ago
Bank of America Boston, United StatesSr. Relationship Manager - Global Commercial Banking - For Profit Healthcare Group · Boston, Massachusetts · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is h ...
-
Client Relationship Manager
4 days ago
ProPivotal Boston, United StatesClient Relationship Manager - 75k to 80K - Hiring Immediately · ProPivotal is the largest Boston-based staffing firm and has been recognized by a number of organizations for our exceptional service and our outstanding results. It is our pleasure to provide service to many of the ...
-
University Relationship Manager
2 weeks ago
Professional Staffing Group Boston, United StatesUniversity Relationship Manager ($30-35/hr) · We are seeking an experienced and dedicated University Relationship Manager to join a prestigious educational institution's Master of Finance program. This role involves managing analyst-level recruiting relationships, ensuring stron ...
-
Relationship Manager IV
3 weeks ago
Wilmington Trust Boston, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point ...
-
Relationship Manager IV
3 weeks ago
M&T Bank Boston, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...
Relationship Manager - Boston, United States - Ascensus
Description
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
Supervision
Section 3: Experience, Skills, Knowledge Requirements
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
COMPETENCIES
TRAVEL
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 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.
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").
