Client Success Manager - Retirement Plans at DEFINITI LLC

Erie, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Project Management, Written Communication, Verbal Communication, Client Service, PensionPro, Problem-solving, Attention to Detail, Analytical Skills, Collaboration, Time Management, Compliance Testing, Financial Reconciliation, Quality Control, Client Relationship Management, Regulatory Knowledge

Industry

Financial Services

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 Client Success Manager is responsible for overseeing client success activities, ensuring timely completion of annual plan tasks, monitoring project deadlines, and facilitating communication between clients and internal teams. This role requires the ability to manage multiple projects, possess a proactive problem-solving mindset, and excel in written and verbal communication with both internal and external partners. PRIMARY DUTIES AND RESPONSIBILITIES Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, form 5330 filings, document and amendment signatures, service agreement signatures, and other outstanding annual requirements Monitor and report on project status, missed deadlines, and outstanding tasks using PensionPro and other reporting tools Ensure timely and professional responses to client communications, follow up on escalations and unresolved inquiries, assist clients in understanding fiduciary responsibility and keeping them informed of regulatory and legislative updates, and collaborate with Retirement Plan Consultants (RPCs) with plan amendments if needed Assist in the cross-selling of complimentary Definiti services Coordinate with RPCs to verify project launches and task handoffs, maintain oversight of plan wrap-up activities Assist with implementation and conversion processes in partnership with New Business Implementation (NBI) by collaborating with NBI and other teams as needed Conduct quality control reviews of compliance testing, financial reconciliation, 5500 filings Assist with force-outs, vesting upload confirmations with recordkeepers, and required minimum distribution preparation Lead annual client reviews and meetings, providing proactive engagement and support for document-related issues Maintain accurate documentation and records for compliance and audit purposes Support Retirement Plan Consultant (RPC) with maintaining client and advisor relationships to exceed company retention goals Identify and engage with high-risk clients to mitigate any controllable client losses Contribute to the ongoing development and refinement of Client Success Manager processes and best practices Requirements COMPETENCIES REQUIRED • Strong organizational and project management skills • Excellent written and verbal communication and client service abilities • Proficiency with PensionPro or similar TPA management software • Ability to work collaboratively across teams and adapt to evolving processes • Prioritize time management to meet deadlines and maintain project timelines • Demonstrate exceptional attention to detail and highly developed organizational skills • Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies EDUCATION AND QUALIFICATIONS • High School Diploma or GED required • Minimum of 3 years of experience in the retirement plan administration industry • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent within 1 year of hire • Minimum of 3 years’ experience in a client facing customer support role REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a successful remote work environment: 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. 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

Responsibilities

The Client Success Manager oversees client success activities, ensuring timely completion of annual plan tasks and facilitating communication between clients and internal teams. This role involves managing multiple projects and providing proactive engagement and support for document-related issues.