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 Purpose:
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention.
Essential Duties and Responsibilities:
•Develop a thorough understanding of our business, products and services.
•Consistently deliver a high level of proactive client service in a professional manner.
•Develop effective working relationships with team and internal departments to deliver effective service for our clients.
•Provide thorough, high quality research, problem solving and issue resolution.
•Weigh client perspective and business needs when addressing issues and identifying potential solutions.
•Successfully identify, record, monitor, and close items for assigned clients.
•Ensure inquiries and issues are resolved and service levels are met.
•Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
•Help drive increases in client retention by reacting appropriately to client communications and activities.
•Achieve individual and team goals for service levels, growth and retention for assigned book of business.
•Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
•Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
•Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
•Support the sales team in their efforts to attain more business. Provide references as requested.
•Perform other duties and participate in special projects as assigned.
Minimum Requirements
•Bachelor’s degree or equivalent work experience.
•Demonstrated ability to perform in a fast paced service environment.
•1-3 years direct client experience in financial services preferred.
•Strong written and verbal communication skills.
•The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base.
•Proficiency in MS Office software applications, specifically Word and Excel.
•Strong analytical and problem resolution skills.
•Ability to work in a team environment to ensure common goal of providing exceptional client service.
•Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client.
•Ability to work well under pressure with multiple priorities and deadlines.
•Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
•Ability to work overtime to meet the needs of the business unit.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email 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.
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.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future 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.®
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
Thank you! You will now be redirected.
Refer A Friend
Thank you
Thank you! You will now be redirected.
Cookie Notice: We and our partners use cookies and other technologies to keep Ascensus’ sites reliable and secure, measure site performance, improve our services, and provide targeted advertisements. For more information about our data practices, please visit our Privacy Management page. If you’d like to opt out of non-essential cookies, please select “Do Not Share My Personal Information” and save your preferences.