Account Services Representative (Financial Services)

Company: Newport Group Inc
Location: Fresno
Posted on: April 4, 2021

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: 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 Description The Account Services Representative assists Client Service Managers--in providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra-departmental requests and manages reoccurring projects. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and their employees
• Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
• Generates and deliver reports to clients
• Coordinates transactions with internal departments and tracks through completion
• Prioritizes tasks based on the urgency of the request
• Delivers efficient and responsive resolution in the most effective way possible
• Effectively utilizes and navigates internal resources to arrive at the right solution for the client (e.g., computer systems, online resources and client service relationships)
• Completes special projects as needed
• Assists team with duties and tasks as needed Supervisory Responsibilities (none) Required Education, Experience and Certificates, Licenses, Registrations
  • 1-2 years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
  • Advanced Excel experience - preferred
  • Able to multi-task and work in a fast-paced environment
  • Ability to build internal relationships and communicate effectively with others
  • Proactive and resourceful
  • Strong written and verbal communication skills
  • Time management
  • Critical thinking
  • Organizational Skills
  • Exhibits a high degree of accuracy TRAVEL: 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.

Keywords: Newport Group Inc, Fresno , Account Services Representative (Financial Services), Accounting, Auditing , Fresno, California