Relationship Manager

Ascensus; Dresher (Montgomery County); On-site; USD 65,000 - 100,000; Full time

Job summary

Newport, an Ascensus company, seeks a seasoned professional to manage relationships for qualified defined contribution plans using our record-keeping platform. You will resolve escalations, document procedures, and identify opportunities for process improvements.

The role emphasizes proactive client engagement, collaboration with sponsors and advisors, and timely completion of reporting and meetings in a fast-paced environment.

Qualifications

• 5+ years of experience in a related retirement services role.
• Proficient in MS Office, including Excel.
• DST experience preferred.

Responsibilities

• Provides client support and customer service on day-to-day issues with clients by responding timely and effectively.
• 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 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.

Skills

Communication

Independent

Time Management

Diplomatic

Problem Solving

Integrity

Analytical Thinking

Team Player

Planning & Organizing

Project Management

Results Driven

Education

Bachelor’s degree in business related field

Tools

MS Excel

Job 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

• Bachelor’s 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.