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    Client Service Manager - Chicago, United States - Ascensus

    Ascensus
    Ascensus Chicago, United States

    2 weeks ago

    Default job background
    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.

    _

    #J-18808-Ljbffr
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