Newport Group is a leading provider of retirement plans, insurance, and consulting services. We help companies offer their employees a more secure financial future by offering comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them.
The Client Services Specialist will be responsible for providing exceptional customer service to Advisors and Plan Sponsors by fielding inbound/outbound calls, handling escalated issues, and responding to questions and issues relating to their plans in a timely and efficient manner.
The Client Services Specialist will:
Be responsible for researching and resolving pension and system issues by understanding which department within the company needs to be communicated with to resolve any issue.
Interact with various levels of management within the organization for escalated or key account issues.
Provide day to day exceptional customer service with prompt and professional responses to client and internal inquiries via phone and email.
Manage client relationships by communicating expectations, procedures and timing standards.
Understand and convey the general functions and procedures of all departments within the company including Loan and Distributions, Conversions, Trust, Finance, and sales to clients.
Provide necessary research, problem solving and resolution support for clients.
Escalate more complex issues to management, as needed.
Maintain an organized workflow by successfully monitoring and following up on all items assigned, including seeing problems through to resolution and closure with clients.
Describe in a professional manner any issue clients may discover regarding our website to the Information Technology Team and follow through until issued is resolved and notify the client of the correction.
Assist plan participants with investment selection, deferral rate changes, and beneficiary changes via the company’s website.
Coordinate participant distributions and loans with the participants, sponsors, TPA’s, and the Loans and Distributions Team.
Process retirement plan transactions on the record-keeping system, including participant record updates, adjustments on postings of transactions while ensuring compliance with established quality standards.
Update eligibility and vesting per sponsor and TPA request using Relius record keeper software.
Act as an intermediary between plan sponsors and custodians and resolve any issues with custodial accounts on behalf of the plan sponsors.
Review participant statements and plan reports for quality and accuracy per supervisors request and inform supervisor of any possible errors or improvements.
You are the right person for this role if:
Bachelor’s degree in Business, Finance or related field or equivalent experience
3 + years related work experience preferably in the qualified retirement plan or mutual funds industry
Experience with Relius Admin a plus
Highly professional, extremely organized with strong multi-tasking abilities
Strong interpersonal, client services and communication skills
Highly computer literate with in-depth knowledge of MS office products
Self-motivated, team player who can work with minimal supervision
Ability to work well under pressure with multiple priorities and deadlines
Comprehensive knowledge of retirement plan with knowledge of IRS and ERISA regulations preferred
Newport group 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).
Newport Group is 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.
As a leading employer in retirement services, Newport Group provides a wide variety of health and wellness plans that can be tailored to meet our employees' individual needs.
We offer the following:
-Multiple choices for healthcare
-Two choices for dental coverage, including orthodontia
-Flexible spending accounts for medical and dependent coverage
-Employer paid short term and long-term disability
-Employer paid life insurance
-Accidental death and dismemberment insurance
-Employee assistance program
-401(k) plan with Roth and after-tax options
-Health Savings Account for eligible medical plans including employer contribution
Principals only. Recruiters, please don't contact this job poster.
do NOT contact us with unsolicited services or offers