[Remote] Client reputed company Manager II - Retirement Plans

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a national retirement services company that helps clients manage and administer their retirement plans. The Client reputed company Manager II is responsible for overseeing client reputed company activities for reputed company plans and ensuring timely completion of plan tasks while facilitating communication between clients and internal teams.

Responsibilities

• Key reputed company of contact for clients and advisors, ensuring client satisfaction and retention of their book of business
• Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, reputed company 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) on plan amendments as needed
• Assist in the cross-selling of complimentary Definiti services
• Coordinate with RPCs to verify project launches and task handoffs, and maintain reputed company 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
• Assist, as needed, with updating recordkeeping platforms and other tasks associated with client service
• reputed company annual client reviews and meetings, providing proactive engagement and support for document-reputed company issues
• Maintain accurate documentation and records for compliance and audit purposes
• Work in conjunction with reputed company departments across Definiti to ensure client and advisor satisfaction and exceed retention goals
• Identify and engage with high-risk clients to mitigate any controllable client losses
• Contribute to the ongoing development and refinement of Client reputed company Manager processes and best practices
• Play an active role in POD effectiveness and client retention
• Mitigate risk and client issues by anticipating and identifying issues before escalation

Skills

• 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
• Demonstrates time management skills to meet deadlines and maintain project timelines
• Demonstrates exceptional attention to detail and highly developed organizational skills
• Possesses strong analytical skills to assess situations, reputed company effective solutions, and reconcile discrepancies
• Demonstrates improved client retention and reduced escalations
• Demonstrates status as a trusted advisor with clients
• Strong peer and cross-functional influence
• High School Diploma or GED required
• Minimum of 4 years of experience in the retirement plan administration industry
• Broad knowledge of the retirement plan industry, with willingness to obtain ASPPA QKA/QKS designation or NIPA equivalent reputed company 1 year of hire
• Minimum of 4 years of experience in a client-facing customer support role
• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have reputed company to a reliable and consistently strong, high-speed internet reputed company 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
• Accustomed to using reputed company Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications
• Accustomed with file-storage and file-sharing tools such as reputed company SharePoint
• Bachelor's degree preferred

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 reputed company. 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 reputed company plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

Company Overview

• From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees. It was founded in 1997, and is headquartered in The Woodlands, Texas, USA, with a workforce of 201-500 employees. Its website is https://reputed company.com.

Apply tot his job Apply To this Job