Relationship Manager - Dresher - Ascensus

    Ascensus
    Ascensus Dresher

    4 days ago

    Default job background
    Description

    Newport is a leading provider of retirement plans, insurance, and consulting services to employers. We offer comprehensive plan solutions and consulting expertise to plan sponsors and their advisors.

    Job Summary

    We are seeking a highly skilled professional to serve as primary point of contact for high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.

    Key Responsibilities:

    • Nurture long-standing relationships with clients by delivering exceptional service and exceeding expectations.
    • Lead efforts to onboard new accounts, gather relevant information, and coordinate the account opening process.
    • Review agreements and prepare internal documentation to ensure proper administration.
    • Meet periodically with contacts to ensure timeliness of client deliverables and field inquiries.
    • Direct Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub-accounting, and various reconciliation processes.
    • Work closely with Senior Management, Trust Administrators, Operations, Financial Analysts, and Attorneys to perform services.
    • Present annual account reviews at weekly committee meetings and actively participate in internal planning and coordination meetings.
    • Facilitate participant communications related to employer stock funds and distributions.
    • Promote procedural prudence by complying with policies and procedures, retaining records, and responding to audit inquiries.
    • Identify cross-selling opportunities to support business development within the organization.

    Requirements:

    • Bachelor's degree from an accredited university or college.
    • Minimum of five years of relevant professional experience.
    • Strong MS Office skills, including Outlook, Excel, Word, and PowerPoint.

    Preferred Qualifications:

    • Trust system experience (e.g., SEIs Trust3000).
    • Certified Employee Benefits Specialist (CEBS) or other retirement industry certifications.

    Competencies:

    • Client Service Oriented.
    • Personable.
    • Team Player.
    • Proactive.
    • Problem Solver.
    • Resourceful.
    • Independent.
    • Integrity.
    • Time Management.
    • Detail Oriented.

    Travel:

    Up to 5%.

    We are an Equal Opportunity Employer and proud to provide equal employment opportunities to all associates and applicants without regard to Protected Status.

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