Recordkeeping Account Manager

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

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.

PURPOSE OF POSITION

The Recordkeeping Account Manager is the primary client service contact for approximately 140 daily recordkeeping plans, in high touch client-facing environment.

PRIMARY DUTIES AND 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