Relationship Manager

1 day ago

Paranaque City, Calabarzon, Philippines Ascensus Full time
Position

Relationship Manager - Newport NQ

Overview

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.

Position Summary

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.

Job Functions, Essential Duties and Responsibilities
  • Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
  • Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
  • Reviews agreements and prepare internal documentation to assure proper administration
  • Meets periodically with contacts, ensures timeliness of client deliverables, and fields inquiries
  • Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
  • Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
  • Presents annual account reviews at weekly committee meetings and actively participates in internal planning and coordination meetings
  • Facilitates participant communications related to employer stock funds and distributions
  • Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
  • Identifies cross-selling opportunities to support business development within the organization
Experience, Skills, Knowledge Requirements
  • Bachelor's degree from an accredited university or college
  • Minimum of five years of relevant professional experience
  • Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
Preferred Education or Skills (Not Required)
  • Trust system experience (e.g., SEI's Trust3000)
  • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
Competencies
  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented
Travel
  • Up to 5%
Important Compliance and Equal Opportunity

For all virtual remote positions, an uninterrupted virtual work space is required and there is an expectation of family care during business hours. An internet speed of 25 Mbps or better is required for individual use. If more than one person uses the same connection, a stronger connection is required. For call center roles, hardwiring or proximity to a router is required. This job posting contains Equal Opportunity Employer (EOE) statements. Be aware of employment fraud: all email communications from Ascensus or its hiring managers originate from or addresses. We will never ask you for payment or require you to purchase equipment. If you are unsure about a posting, apply directly through our website.


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