Consultant, Newport

Ascensia

Client relationship management
Sales support for consulting team
Plan diagnostic evaluations
Assists the consulting team with the management of case work and work flow of assigned cases, impacting client acquisition and servicing

Job Summary

  • Assists the consulting team with the management of case work and work flow of assigned cases, impacting client acquisition and servicing.
  • Serves as the Newport liaison between internal technical staff, Regional Directors, and intermediary distribution partners, fostering strong relationships with Relationship Managers.
  • Conducts presentations to individuals and large groups, applying advanced mathematical concepts and collaborating with colleagues.

Matching Summary

Assists the consulting team with the management of case work and work flow of assigned cases, impacting client acquisition and servicing.

Skills & Requirements

Must-have

  • Client relationship management
  • Sales support for consulting team
  • Plan diagnostic evaluations
  • Participant investment menu options
  • Trustee search and selection
  • Compliance documentation for securities

Nice-to-have

  • Technology systems accounting background
  • Advanced mathematical concepts
  • Fast-paced demanding environment
  • Learning in everyday activities

Key Requirements

  • Bachelor's degree
  • 3-5 years retirement services experience
  • Client deliverables retention satisfaction
  • Client services delivery client facing
  • Strong analytical skills
  • Ability to conduct presentations

Work Rights

Not specified

Tailored Resume

Cover Letter