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  • ID
    #32254183
  • Job type
    Full-time
  • Salary
    Pay is between $55-65k DOE.
  • Source
    Utah
  • Date
    2022-01-20
  • Deadline
    2022-03-21
 
Full-time

Vacancy expired!

PLEASE CLICK HERE TO APPLY THROUGH OUR CAREER SITE: https://recruiting.ultipro.com/NEW1020/JobBoard/6162c253-9d81-da08-c252-d43d2fcb8345/OpportunityDetail?opportunityId=e204d2c9-520d-4690-bb9c-93f317321cb6

Who We Are

Newport helps companies 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 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.

Pay is between $55-65k DOE.

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 via both oral and written communication in a professional manner

Acts in a pro-active manner with assigned clients and builds relationships to ensure retention

Works with Private Label partners, 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, consult on client inquiries and research/resolve issues

Collaborates with internal stake holders to ensure a positive client experience, increase client retention and/or improve client satisfaction

Multi-tasks and shifts priorities as needed

Other projects as assigned

Regular, reliable and punctual attendance

Management Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

3+ years of experience working in a related position in the retirement services sector

Bachelor’s degree in a business related field or 7 years industry experience

Proven relationship management experience

Demonstrated project management skills

Solid MS Office skills to include Excel

Preferred (but not required) education or skills for this role are

TRAC experience

Retirement Plan Fundamentals Certification (RFP)

Competencies

Independent

Diplomatic

Creative Problem Solver

Integrity

Analytical Thinker

Resourceful

Team Player

Sound Judgment

Results Driven

Personal Credibility

Professional Written and Oral Communication Skills

TRAVEL: Up to 5%

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.

EQUAL OPPORTUNITY EMPLOYER

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

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