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: Assists Client Service Managers in providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra- departmental requests and manages reoccurring projects.
MAY REQUIRE YOU TO COME IN TO THE FOLSOM OFFICE 1-10 TIMES A YEAR. CALIFORNIA APPLICANTS ONLY PLEASE.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and their employees
- Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
- Generates and delivers reports to clients
- Coordinates transactions with internal departments and tracks through completion
- Prioritizes tasks based on the urgency of the request
- Delivers efficient and responsive resolution in the most effective way possible
- Effectively utilizes and navigates internal resources to arrive at the right solution for the client
(e.g. computer systems, online resources and client service relationships)
- Completes special projects as needed
- Assists team with duties and tasks as needed
- Multi-tasks and works in a fast-paced environment
- Builds internal relationships and communicates effectively
- Regular, reliable and punctual attendance
MANAGEMENT RESPONSIBILITIES (NONE)
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
- 1+ years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
- Advanced Excel experience
- 4 year college degree
COMPETENCIES:
- Client Service
- Proactive
- Resourceful
- Written and Verbal Communication skills
- Time Management
- Critical Thinking
- Organizational Skills
- Attention to Detail
- Accuracy
- Collaboration
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.
The national average hourly rate is $15.50hr- $20.99hr, exclusive of any bonuses and benefits. This base hourly rate range represents the low and high end of the hourly rate for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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