Client Service Manager (non-qualified Plans)

Newport, an Ascensus company

Administer and maintain plan documentation
Provide client support and customer service
Interpret plan documents for administration
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services

Job Summary

  • Newport helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
  • The Client Service Manager will administer and maintain service and communications with Non-Qualified plan clients.
  • Responsibilities include interpreting plan documents, providing calculations, and assisting with payroll corrections and distribution requests.

Matching Summary

Newport helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.

Skills & Requirements

Must-have

  • Administer and maintain plan documentation
  • Provide client support and customer service
  • Interpret plan documents for administration
  • Manage enrollment events with Plan Sponsors
  • Utilize web-based applications for clients

Nice-to-have

  • Independent, experienced, and responsive
  • Diplomatic, creative problem solver
  • Motivated and persistent
  • Utilizes sound judgment
  • Results driven

Key Requirements

  • Bachelor's degree in a business-related field or equivalent
  • 4 or more years of experience in Retirement Services
  • Experience with non-qualified deferred compensation or 457 plans is a plus
  • Ability to read, analyze, and interpret business periodicals and regulations
  • Ability to apply advanced mathematical concepts using Excel

Work Rights

Not specified

Tailored Resume

Cover Letter