Who We Are Newport helps companies 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.
Job Summary Assists and resolves retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails all while delivering the ultimate client experience.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Responds to participant inquiries (via phone and/or email) with clarity, efficiency and timliness.
Escalates issues per departmental protocol.
Acts as a liaison internally with regard to participant requests.
Trains other employees as needed.
Makes outbound calls to resolve participant requests.
Assists with special projects and support other employees as needed.
Understands complex information with the ability to verbalize confidently.
Supervisory Responsibilities (none) Required Education, Experience and Certificates, Licenses, Registrations Bachelor’s degree or an equivalent combination of training and experience.
2 years of experience in Customer Service, Accounting or Finance.
Proficiency in MS Office, emphasis on Excel and Word is necessary.
Preferred (but not required) education or skills for this role are Knowledge of retirement plan administration.
Experience with DST platform is a plus.
ASPPA or CEBS Competencies Written and Verbal Communication Skills Sound Judgement Detail Oriented Problem Solving Skills Client Oriented Team Player Planning and Organizing Resourceful Thoroughness Personable Persistent Team Player TRAVEL: Up to 5% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
EQUAL OPPORTUNITY EMPLOYER Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.) Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.
As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law.
All employment is decided on the basis of qualifications, merit, and business need.
At Ascensus, we aspire to make a difference for others.
We are a technology-enabled services company that helps people save for retirement, education, and healthcare 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.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
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”).