Relationship Manager - Newport NQ

Ascensus; Michigan; On-site; USD 90,000 - 120,000; Full time

Job summary

Newport, an Ascensus company, seeks an experienced fiduciary services professional to serve as the primary point of contact for high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.

You will onboard new accounts, gather information, coordinate account openings, review agreements, and prepare internal documentation to assure proper administration.

Qualifications

• Bachelor’s degree required and five years of relevant experience.
• Strong MS Office skills including Outlook, Excel, Word and PowerPoint.

Responsibilities

• Serve as primary contact for specialized trust and fiduciary services to institutional accounts.
• Onboard new accounts, gather information, and coordinate account openings.
• Review agreements and prepare internal documentation for proper administration.
• Meet with contacts regularly to ensure timeliness of client deliverables and field inquiries.
• Direct Trust Administrators with processing of stock and mutual fund trades, wire transfers, checks, and sub accounts.
• Collaborate with Senior Management, Trust Administrators, Operations, Financial Analysts and Attornies.
• Present annual account reviews at weekly committee meetings and participate in planning meetings.
• Facilitate participant communications related to employer stock funds and distributions.
• Ensure compliance with policies, retain records and respond to audit inquiries.
• Identify cross-selling opportunities to support business development.

Skills

Client Service Orientation

Team Player

Proactive

Problem Solving

Attention to Detail

Time Management

Education

Bachelor’s degree from an accredited university or college

Tools

Microsoft Office

Outlook

Excel

Word

PowerPoint

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.

Section 1: Position Summary

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies

Section 2: Job Functions, Essential Duties and Responsibilities

• Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
• Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
• Reviews agreements and prepare internal documentation to assure proper administration
• Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
• Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
• Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
• Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
• Facilitates participant communications related to employer stock funds and distributions
• Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
• Identifies cross-selling opportunities to support business development within the

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

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

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE

• Trust system experience (e.g., SEI’s Trust3000)
• Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates

COMPETENCIES

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

TRAVEL

• Up to 5%

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer