Product Support Specialist

Responsibilities

• Perform functions to assist NQ Project Managers for new non-qualified plans, including managing system and plan changes for existing plans.
• Set-up, modify, and maintain system functionality for new and existing clients across various systems as directed by NQ Project Managers and service teams.
• Work with NQ Project Managers to setup plan parameters and to prepare website and appropriate record keeping systems as needed for new plans.
• Assist NQ Project Managers in maintaining plan conversions and implementation checklists for new non-qualified plans.
• Perform complete and accurate requested plan / design changes for existing plans as directed by service team.
• Assist Enrollment Team in enrollment site review and enrollment data loads into the recordkeeping system.
• Utilize Product Support workflow system effectively and report status of all work projects to manager as requested.
• Work with manager to identify problems and improve efficiencies relative to servicing non-qualified plans.
• Assist in coordination of plan deconversions.
• Work with Trading, Client Services, and other departments as necessary to ensure common understanding of requirements and customer expectations.
• Write reports, business correspondence, and procedure manuals.
• Effectively present information and respond to questions from managers, clients, customers, and the public.
• Consistently meet and/or exceed performance expectations, working under pressure in a very fast-paced, demanding environment, continuously under tight deadlines.
• Focus on learning in everyday activities and events.
• Collaborate with and openly share knowledge with colleagues.
• Maintain regular, reliable, and punctual attendance.

Requirements

• 3 to 5 years in the retirement plan industry, or equivalent combination of education and experience.
• In-depth knowledge of retirement plan industry.
• Analytical competency.
• Detail oriented.
• Excellent verbal and written communication skills.
• Competency in fostering team work.
• Independent work style.
• Integrity.
• Good Judgement.
• Planning and organizing skills.
• Problem solver.
• Thoroughness.

Preferred Qualifications (Nice to Have)

• Bachelor's degree from four-year college or university is preferred.

Travel

• Up to 5%.

About the Company

• 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.

Category

Data Analysis