Recordkeeping Account Manager

Definiti

Erie, Northern (Erie County, KY)

Hybrid

USD 55,000 - 85,000

Full time

9 days ago

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Benefits offered by this job

Virtual-first workplace

401(k) with match

Flexible PTO

12 holidays + floating holidays

Paid parental leave

Medical/dental/vision plans

Life insurance & short-term disability

Bonus plan eligibility

Job summary

Definiti is seeking a Recordkeeping Account Manager to serve as the primary client contact for about 140 daily recordkeeping plans in a high-touch remote environment. You will manage relationships, ensure client satisfaction, and resolve issues while supporting plan audits and sponsor trainings.

The role requires 3+ years in retirement plans, DC experience, and strong communication skills, with MS Office proficiency and a comfort with remote collaboration tools.

Qualifications

Experience in retirement plan industry and client service required.
Proficient with MS Office and remote collaboration tools.
Strong communication and relationship management skills.

Responsibilities

Serve as primary contact for assigned recordkeeping plans.
Manage and develop relationships with clients.
Ensure overall client satisfaction and communications.
Research and resolve issues on daily recordkeeping plans.
Provide audit support to Retirement Plan Consultants.
Coordinate meetings and client inquiries.
Provide web training to Plan Sponsors and Advisors.
Coordinate reporting and plan cash flow events.
Coordinate plan implementations and deconversions.

Skills

Prioritization

Retirement plan knowledge

Verbal and written communication

MS Office proficient

Quality-focused

Adaptability

Analytical problem solving

Education

High school diploma or GED

Bachelor's degree preferred

3+ years retirement plan industry experience

2+ years client service experience

Defined Contribution experience

ASPPA QKA certification a strong plus

Tools

FIS / Relius software

Job description

Description

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

Requirements

COMPETENCIES REQUIRED

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

EDUCATION AND QUALIFICATIONS

High school diploma or GED required

Bachelor's degree preferred

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

ASPPA Certification QKA a strong plus

REMOTE WORKING REQUIREMENTS

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. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely

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

Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus

Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

A virtual-first work philosophy for most jobs

401(k) with up to 4% match

Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.