[Hiring] Recordkeeping Account Manager @DEFINITI LLC

Role 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.

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

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

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

Benefits

• 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.
• 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