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Account Services Representative (Monday - Friday) (Fresno, CA)

7519 North Ingram Avenue

(google map)

compensation: 32-34k
employment type: full-time

Company Overview:

Newport Group is a leading provider of retirement plans, insurance, and consulting services. We help companies offer their employees a more secure financial future by offering comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them.

Job Description:

The Account Service Representative works to assist our Relationship Managers in providing best of class service to our clients. The Account Service Representative will work to determine vested benefits, reconciling trust assets including participant loans and contributions

The Account Service Representative will:

-Assist with compliance testing and form 5500 preparation while working collaboratively with Client Service -Managers to service all client requests.
-Provide client support and customer service on day to day issues with clients by responding both orally and via written communication

Requirements for this role include:

-Bachelor’s degree preferably in finance, economics, or business
-Must have superior client service skills.
-Advanced excel experience.
-Proactive and resourceful.
-Able to multi-task and work in a fast-paced environment.
-Ability to build internal relationships and communicate effectively with others.
-Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
-Must exhibit strong written and oral communication skills.

It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift.

Newport group 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).

Newport Group is 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.


As a leading employer in retirement services, Newport Group provides a wide variety of health and wellness plans that can be tailored to meet our employees' individual needs.

We offer the following:
-Multiple choices for healthcare
-Two choices for dental coverage, including orthodontia
-Vision coverage
-Flexible spending accounts for medical and dependent coverage
-Tuition Reimbursement
-Employer paid short term and long-term disability
-Employer paid life insurance
-Accidental death and dismemberment insurance
-Employee assistance program
-401(k) plan with Roth and after-tax options
-Health Savings Account for eligible medical plans including employer contribution
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6961462622



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