Relationship Manager (409A/NQ)

Ascensus - Kingman, AZ

Remote - Kingman, AZ

Professional, Scientific, and Technical Services

About the position

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. The position serves as the 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.

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

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

Nice-to-haves

• Trust system experience (e.g., SEI's Trust3000)
• Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
• 409A plan experience