Relationship Manager

4 weeks 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.


#J-18808-Ljbffr

  • Client Relationship Manager

    5 days ago

    Paranaque City, Calabarzon, Philippines BruntWork Full time ₱40,000 - ₱60,000 per year

    This is a remote position. Job Highlights:Contract type: Independent Contractor Schedule: flexible scheduling during client's business hours (20 hours per week)Client Timezone: UK (GMT) Client Overview Join a dynamic and growing product-based company that operates through an innovative network of independent team leaders across multiple markets. This...

  • relationship manager, commercial banking division

    4 weeks ago

    Paranaque City, Calabarzon, Philippines Metrobank Full time

    RELATIONSHIP MANAGER, COMMERCIAL BANKING DIVISION - ALABANGJob Summary:A Relationship Manager will originate, develop, review and manage loan portfolio relationships. You will cross-sell appropriate bank products and services across target segments to help achieve the Bank's objectives in terms of growth, profitability and client satisfaction.Role...

  • Relationship Associate

    4 days ago

    Paranaque City, Calabarzon, Philippines Wisefund Finance Corporation Full time ₱216,000 - ₱228,000 per year

    DUTIES AND RESPONSIBILITIES:· Handling, updating and assisting day-to-day loan consultant concerns/queries Coordinate with the credit and loan processing teams to facilitate the approval of loans.· Actual Recruitment and Onboarding and maintaining strong relationship with Loans Consultants.· Document collection from client.· Pre-screening of loan...

  • Business Relationship Officer

    4 weeks ago

    Paranaque City, Calabarzon, Philippines RCBC Full time

    Business Relationship OfficerOverviewJob description excerpt kept from original: ResponsibilitiesSupports the Business Center's volume objectives through account acquisition and cross-selling of YGC products.Assist the Branch Manager in achieving sales goals.Prepare monthly and daily sales call plans and reports and ensure correct recording of action plans...

  • Sales Manager

    4 days ago

    Paranaque City, Calabarzon, Philippines Tap Growth ai Full time ₱900,000 - ₱1,200,000 per year

    We're Hiring: Sales Manager - FMCG Bulk Segment We are seeking a dynamic and results-driven Sales Manager to lead our FMCG bulk segment operations. The ideal candidate will have extensive experience in bulk sales, strong relationship management skills, and a proven track record of driving revenue growth in the fast-moving consumer goods industry....

  • Account Manager

    4 days ago

    Paranaque City, Calabarzon, Philippines LinkAsia Forwarding Solutions Corp. Full time $40,000 - $60,000 per year

    • Closely work with Management and Customer Service Team in the development and implementation of marketing plans and strategies.• Identify and prospect new business/clients via cold-calling and sales activities.• Build and develop strong relationships with new and existing clients.• Conduct regular visits and follow-ups with clients to encourage...

  • Food Court Manager

    3 weeks ago

    Paranaque City, Calabarzon, Philippines SM Supermalls Full time

    OverviewAs a Food Court Manager, you'll be in charge of making sure the mall's food court, food hall and Sky Garden operations run smoothly and satisfy customers. You'll lead a team of staff and maintain strong relationships with our food tenants. Youor also get to develop fun and creative marketing ideas to attract customers and increase...

  • InfoSec Manager​

    4 days ago

    Paranaque City, Calabarzon, Philippines AIR 21 HOLDINGS, INC. Full time $104,000 - $130,878 per year

    Role and Responsibilities:To lead and manage the organization's cybersecurity strategy and implementation, ensuring the protection of IT systems, networks, and data from cyber threats and vulnerabilities.​Client Strategy and Planning ​Develop and implement a comprehensive cybersecurity strategy aligned with the organization's goals.​Oversee the design,...

  • Relationship Specialist

    4 days ago

    Lucena City, Calabarzon, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱500,000 - ₱1,000,000 per year

    Role Overview:The Relationship Specialist is responsible for the growth and development of an existing portfolio and the generation of new business to expand the company's client base, as well as the attainment of the assigned volume targets.Qualifications:Graduate of any business courseExcellent written and oral communication skillsProven ability to work...

  • Category Manager

    4 days ago

    Paranaque City, Calabarzon, Philippines Leslie Corporation Full time ₱900,000 - ₱1,200,000 per year

    Main Duties/ResponsibilitiesStrategic Planning and ExecutionProduct Sourcing and ProcurementProcurement OperationsSupplier Relationship ManagementTeam Leadership and People DevelopmentCost Management and Savings InitiativesRisk ManagementData Analysis and ReportingQuality AssuranceJob QualificationsGraduate of any 4 year courseMust have 10+ years experience...