Relationship Manager (Non-Qualified)

Job description

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. Section 1: Position Summary: Serve as 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 Section 2: Job Functions, Essential Duties and 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...