Description review
Relationship Manager - Newport NQ
Ascensus · United States · back to the listing
HR standards
63/100
needs work
Title ↔ description
71/100
solid
Reads as
Customer Success Manager
99% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
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Startups
- Manager / Director of Customer Success Craniometrix
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- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- 27 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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.
Section 1: 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
Section 2: 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, ensure timeliness of client deliverables, and field 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 meeting and actively participate 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
Supervision
• N/A
Section 3: 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 (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
• 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%
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Originally posted on Himalayas
Section 1: 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
Section 2: 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, ensure timeliness of client deliverables, and field 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 meeting and actively participate 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
Supervision
• N/A
Section 3: 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 (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
• 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%
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Originally posted on Himalayas