Team Leader, Client Services

  • Newport Group
  • Folsom, CA, USA
  • Dec 04, 2019
Full time Business Development Customer Service

Job Description

Newport Group has a great opportunity for a Team Leader, Client Services. The Team Leader will supervise the activities of the team to provide full service retirement plan recordkeeping and within the established quality standards. In addition, this position is responsible for providing leadership and guidance to the team.

S/he will manage the work-flow activities of staff in accordance with corporate strategic direction and budgetary guidelines.
Facilitate communication and provide technical guidance to staff. Train, develop and review the work of new staff members. Resolve escalated issues and demonstrate proactive solution-based approach to enhance client relations. In addition, the Team Leader will manage team member issues, absences and special requests. Make procedural change requests or clarifications and then implements in the department.

The Team Leader will be responsible for quality control and timely delivery of client work. Participate in the development and implementation of company policies and procedures. Remain current on regulations and new pension laws. Participate in cross-functional projects, manage staff member’s performance and productivity. Ensure staffing levels are appropriate to workload, effectively manages time off requests. Identify areas of opportunity for staff members and provide training/feedback on an ongoing basis. Conduct effective team meetings, attend routine meetings with LOB leader and communicate expectations effectively with staff members. Works closely with Human Resources with on recruiting, counseling of employees, and recommendations for termination of employment. Facilitates all aspects of the Performance Management cycle including conducting annual reviews and establishing meaningful and relevant performance objectives.


  • Bachelor’s degree in Business, Finance or related field or equivalent experience.
  • 5-7 years of related experience in qualified retirement plan environment, or related field.
  • Excellent verbal and written communication skills.
  • Proven ability to train and assess the work of others.
  • Must be highly organized with strong attention to detail and solid prioritization skills.
  • Excellent client services and interpersonal skills.
  • Solid analytical, financial, time management and problem resolution skills.
  • Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy.
  • Must be focused and driven with the ability to manage multiple priorities with tight deadlines.
  • Strong Microsoft Office
  • Knowledge of Relius Admin system, DST, PC applications and File formats a plus
  • Successful completion of ASPPA or NIPA examinations/credentials a plus