Recordkeeping Account Manager

DEFINITI LLC • Erie, PA

18d • Remote

About The Position

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. The Recordkeeping Account Manager is the primary client service contact for approximately 140 daily recordkeeping plans, in high touch client-facing environment.

Requirements

• Effective prioritization skills
• Strong knowledge of retirement plan services and daily recordkeeping
• Exceptional verbal and written communication skills
• Proficient with MS Office, comfortable with technology and automation
• Commitment to delivering consistent, high-quality results
• Ability to adapt in a changing work environment
• Strong analytical and problem-solving skills
• High school diploma or GED required
• 3+ years of experience in the retirement plan industry required
• 2+ years of client service experience
• Defined Contribution experience required
• Experience with FIS / Relius daily valuation recordkeeping software required
• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work.
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone

Nice To Haves

• Bachelor's degree preferred
• ASPPA Certification QKA a strong plus
• Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Responsibilities

• Serve as primary contact for assigned recordkeeping plans
• Manage and develop strong relationships with internal and external clients
• Responsible for overall client satisfaction, contact maintenance, and external communications
• Research, deduce, and effectively communicate resolutions for issues that arise on daily recordkeeping plans
• Provide audit support to Retirement Plan Consultants
• Participate in and/or coordinate meetings to consult and assist with client inquiries
• Provide web training to Plan Sponsors and Advisors as needed
• Coordinate the production and/or the rollout of custom or specialized reporting for clients
• Coordinate involuntary cash outs, loan defaults, and required minimum distribution payments
• Coordinate the execution of plan implementations and deconversions

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree