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Relationship Manager (NQ)
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- Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
- As a provider and partner, Newport is independent, experienced, and responsive.
- 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
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
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