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Customer Service - Account Services Rep (Entry-Level)

Company: Newport Group
Location: Fresno
Posted on: January 11, 2022

Job Description:

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.
Hourly rate up to $16.00/hour depending on experience.
Job Summary:
Account Service Representative works to assist our Client Service Managers in providing best of class service to our clients. The Account Service Representative will work to determine vested benefits, reconciling trust assets including participant loans and contributions, assist Plan Sponsors with standard requests, resolve internal intra-departmental requests and managing reoccurring projects.
What You will do:

  • Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and how those areas impact businesses and employees.
  • Provide client support and customer service on day to day issues with clients by responding both orally and via written communication.
  • Generate and deliver reporting to clients
  • Coordinate transactions with internal departments and track through completion
  • Complete special projects as needed
  • Assist team with duties and tasks as needed
  • Prioritize tasks due to urgency of requests
  • Manage responsiveness through daily organization of multiple systems

    Requirements for this role include:

    • Bachelor's degree preferably in finance, economics, or business.
    • Must have superior client service skills.
    • Advanced excel experience.
    • Proactive and resourceful.
    • Able to multi-task and work in a fast-paced environment.
    • Ability to build internal relationships and communicate effectively with others.
    • Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
    • Must exhibit strong written and oral communication skills.
    • It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift.
    • Critical thinking

      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, Fresno , Customer Service - Account Services Rep (Entry-Level), Sales , Fresno, California

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