Relationship Manager

Há 3 dias

Brasília, Brasil Newport Tempo inteiro

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 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 within the

**Supervision**
- N/A

**Section 3: Experience, Skills, Knowledge 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

**PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE**
- Trust system experience (e.g., SEI’s Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates

**COMPETENCIES**
- Client Service Oriented
- Personable
- Team Player
- Proactive
- Problem Solver
- Resourceful
- Independent
- Integrity
- Time Management
- Detail Oriented

**TRAVEL**
- Up to 5%

**_ For all virtual remote positions, _**_in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider_**_. Note: For call center roles specifically_**_, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying._

We are proud to be an Equal Opportunity Employer

  • Relationship Manager

    Há 3 dias

    Brasília, Brasil TheOnePlan Tempo inteiro

    **Job Title**: Relationship Manager **Company**: TheOnePlan **Location**: Virtual / Brazil **Hours**: Part-time, 10 hours per week (flexible schedule), with opportunity for full time work About TheOnePlan TheOnePlan is a fast-growing startup dedicated to improving financial literacy and empowering communities to make smarter money decisions. We believe...

  • Relationship Manager

    4 semanas atrás

    Brasília, Brasil TheOnePlan Tempo inteiro

    **Job Title**: Relationship Manager**Company**: TheOnePlan**Location**: Virtual / Brazil**Hours**: Part-time, 10 hours per week (flexible schedule), with opportunity for full time workAbout TheOnePlanTheOnePlan is a fast-growing startup dedicated to improving financial literacy and empowering communities to make smarter money decisions. We believe in...

  • VIP RELATIONSHIP MANAGER

    3 semanas atrás

    Brasília, Brasil Bybit Tempo inteiro

    ABOUTWe are looking for an enthusiastic RM to join our Client Service function and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region (Brazil).Responsibilities:Perform client acquisition and strong relationship management with a portfolio of global VIP clients in...

  • VIP RELATIONSHIP MANAGER

    3 semanas atrás

    Brasília, Brasil Bybit Tempo inteiro

    ABOUTWe are looking for an enthusiastic RM to join our Client Service function and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region (Brazil).Responsibilities:Perform client acquisition and strong relationship management with a portfolio of global VIP clients in...

  • Vip Relationship Manager

    3 semanas atrás

    Brasília, Brasil Bybit Tempo inteiro

    ABOUT We are looking for an enthusiastic RM to join our Client Service function and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region (Brazil). Responsibilities: Perform client acquisition and strong relationship management with a portfolio of global VIP clients in...

  • Manager, Corporate Development

    1 dia atrás

    Brasília, Brasil ITOS Tempo inteiro

    Manager, Corporate Development Easy Payroll Global Limited Ireland and their local affiliate ITOS Brasil LTDA is looking to hire a Manager, Corporate Development, to provide services to companies within the Perseus Group ("Perseus"). Perseus is an Operating Group of Constellation Software Inc. (csisoftware.com | TSX:CSU), a Canadian-based publicly held...

  • Manager, Corporate Development

    3 semanas atrás

    Brasília, Brasil ITOS Tempo inteiro

    Manager, Corporate DevelopmentEasy Payroll Global Limited Ireland and their local affiliate ITOS Brasil LTDA is looking to hire a Manager, Corporate Development, to provide services to companies within the Perseus Group (“Perseus”).Perseus is an Operating Group of Constellation Software Inc. (csisoftware.Com | TSX:CSU), a Canadian-based publicly held...

  • Manager, Corporate Development

    3 semanas atrás

    Brasília, Brasil ITOS Tempo inteiro

    Manager, Corporate DevelopmentEasy Payroll Global Limited Ireland and their local affiliate ITOS Brasil LTDA is looking to hire a Manager, Corporate Development, to provide services to companies within the Perseus Group (“Perseus”).Perseus is an Operating Group of Constellation Software Inc. (csisoftware.Com | TSX:CSU), a Canadian-based publicly held...

  • Manager, Corporate Development

    3 semanas atrás

    Brasília, Brasil ITOS Tempo inteiro

    Manager, Corporate DevelopmentEasy Payroll Global Limited Ireland and their local affiliate ITOS Brasil LTDA is looking to hire a Manager, Corporate Development, to provide services to companies within the Perseus Group (“Perseus”).Perseus is an Operating Group of Constellation Software Inc. (csisoftware.com | TSX:CSU), a Canadian-based publicly held...

  • Manager, Corporate Development

    3 semanas atrás

    Brasília, Brasil ITOS Tempo inteiro

    Manager, Corporate DevelopmentEasy Payroll Global Limited Ireland and their local affiliate ITOS Brasil LTDA is looking to hire a Manager, Corporate Development, to provide services to companies within the Perseus Group (“Perseus”).Perseus is an Operating Group of Constellation Software Inc. (csisoftware.com | TSX:CSU), a Canadian-based publicly held...