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Service Manager
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Client Service Manager - Dresher, 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.
**J** **O** **B** **S** **UMMARY**
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.
**E** **SSE** **NTIAL** **F** **UNCTIONS** _Reasonable accommodations may be made to enable people with disabilities to perform these essential functions._
+ Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication
+ Acts in a proactive 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 reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues
+ Works under pressure in a very fast paced environment
+ Focuses on learning in everyday activities and events
+ Coordinate with and openly exchange knowledge with colleagues
+ Regular, reliable, and punctual attendance
**M** **ANAGEMENT** **R** **ESP** **O** **NSIBILITIES** **(** **N** **O** **NE** **)**
**R** **E** **Q** **UIRED** **E** **DUCATION** **, E** **XPE** **RIENCE AND** **C** **E** **RTIFICATES** **, L** **ICENSES** **, R** **E** **G** **ISTRATIONS**
+ At least 3+ years of experience working in a related position in the retirement services sector
+ Proven relationship management experience
+ Demonstrated project management skills
+ Solid MS Office skills to include Excel
**P** **REFERRED** **(** **BUT NOT REQUIRED** **)** **E** **DUCATION OR SKILLS FOR THIS ROLE ARE**
+ Bachelors degree in a business-related field or industry experience
+ DST experience
**PROFICIENCIES**
+ Ability to work unsupervised
+ Diplomatic
+ Creative Problem Solver
+ Integrity
+ Detailed Thinker
+ Resourceful
+ Team Player
+ Sound Judgment
+ Results Oriented
+ Personal Credibility
+ Written and Oral Communication Skills
**T** **R** **A** **VE** **L:** Up to 10%
**O** **T** **HER** **D** **UTIES**
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks 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._
