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Client Services Specialist

Company: Newport Group
Location: Folsom
Posted on: May 31, 2021

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.

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.

+ 1-2 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.



+ 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: Less than 5%.


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.


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, Folsom , Client Services Specialist, Other , Folsom, California

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