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.

**Job Summary**

Serves as front line support and the face of PAi to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, 401(k) administration.

**Competencies:**

+ Team Success

+ Customer/Client Focus

+ Personal Credibility

+ Applied Learning

**Core Responsibilities:**

+ Primarily responsible for answering inbound calls from employees, employers and/or Financial Advisors (FAs) of companies that have 401k services, providing solutions and processing requests generated from these calls

+ Accurate and timely completion of day-to-day tasks associated with 401k plan operation

+ Documents details of customer contacts and actions taken

+ Proactively discovers and resolves potential problems through clear, confident, and effective communication with partners, clients, employers, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image

+ Develops and applies continuously growing product and process knowledge to effectively anticipate and meet customer service needs

+ Continually identifies problems, including but not limited to procedural gaps and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance and/or others

**Job Requirements:**

+ Regular attendance and punctuality

+ Ability to work autonomously or as part of a team

+ Ability to work in a fast-paced, change drivenenvironment

+ Adherence to all company policies and procedures

**Minimum Qualifications:**

+ High school diploma or equivalent

+ 401(k) industry knowledge and experience

+ Completion of Employer training (8-week internal course)

+ Solid mathematical abilities and computer skills including experience with Microsoft Office Outlook, Excel and Word

+ Excellent communication, analytical, problem resolution skills and detail orientation

**Preferred Qualifications:**

+ Associates or Bachelors degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience

+ Fluent in English and Spanish

+ Experience in a call center environment

+ Retirement industry experience

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