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    Client Service Manager - Milwaukee, United States - Ascensus

    Ascensus
    Ascensus Milwaukee, United States

    1 month ago

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    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.

    **Job Summary** **:** Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.

    **Essential Functions** _Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions_ .

    + Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication

    + Acts in a pro-active manner with assigned clients and builds relationships to ensure retention

    + Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues

    + May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed

    + Performs under pressure with minimal direction

    + Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy

    + Focuses on learning in everyday activities and events

    + Collaborates with and openly shares knowledge with colleagues

    + Regular, reliable, and punctual attendance

    **Management Responsibilities (None)**

    **Required Education, Experience and Certificates, Licenses, Registrations**

    + 5+ years of experience working in a related position in the retirement services sector

    + Strong MS Office skills to include Excel

    **Preferred (but not required) education or skills for this role are**

    + Bachelors degree in a business related field or industry experience

    + DST experience

    **Competencies**

    + Verbal and Written Communication Skills

    + Independent

    + Time Management

    + Diplomatic

    + Creative Problem Solver

    + Integrity

    + Analytical Thinker

    + Resourceful

    + Team Player

    + Sound Judgment

    + Results Driven

    + Exhibits Personal Credibility

    + Forward Thinking

    + Planning and Organizing

    + Project Management

    **Travel** **: Up to** 10%

    **Other 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._

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