DEFINITI LLC

Participant Service Center Representative - Inbound Call Center

DEFINITI LLC · Full Time · 3 hours ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Support

Handle inbound and outbound communications to assist retirement plan participants with account balances, withdrawals, and fund transfers. Provide professional customer support and collaborate with team members to improve service delivery.

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Client Success Manager II - Retirement Plans

DEFINITI LLC · Full Time · 15 days ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Sales

Oversee client success activities for complex retirement plans, ensuring timely completion of tasks and maintaining high client retention. Act as the primary point of contact for clients and advisors while coordinating with internal teams to manage plan amendments and compliance.

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Client Success Manager III - Retirement Plans

DEFINITI LLC · Full Time · 15 days ago

DEFINITI LLC

🌎 United States ⭐ 5-10 yrs exp 💼 Sales

Oversee client success activities for complex, high-revenue retirement plan clients and ensure the timely completion of annual plan tasks. Act as a strategic partner to leadership while coaching and mentoring junior Client Success Managers.

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Internal Sales Wholesaler

DEFINITI LLC · Full Time · 19 days ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Sales

Support the sales team in achieving revenue goals by driving awareness and developing relationships with financial advisors, recordkeepers, and CPAs. Manage the end-to-end sales process from outbound campaigns and proposals to the transition of new business to implementation.

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Actuarial Analyst - Combo Plans

DEFINITI LLC · Full Time · a month ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Finance

The Actuarial Analyst will prepare annual valuations, perform IRS coverage and non-discrimination testing, and manage benefit calculations for cash balance and defined benefit plans. They will also work closely with retirement plan consultants to service client cases and ensure accurate government filings.

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Cash Applications Specialist

DEFINITI LLC · Full Time · a month ago

DEFINITI LLC

🌎 United States ⭐ 0-2 yrs exp 💼 Others

The Cash Applications Specialist is responsible for the accurate and timely application of customer payments across various methods while ensuring account balances are correct. They also investigate payment discrepancies, support reconciliation activities, and collaborate with the billing and accounting teams.

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Retirement Plan Consultant

DEFINITI LLC · Full Time · 4 months ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

The Retirement Plan Consultant will establish and maintain trusted client relationships by managing the day-to-day operations of assigned retirement plan portfolios, focusing on small and less complex plans. Primary duties involve reviewing plan documents, consulting on administration, performing complex contribution calculations, and conducting required compliance testing.

accounting insurance security operations training time-management compliance

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3(16) Consultant

DEFINITI LLC · Full Time · 4 months ago

DEFINITI LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Others

The 3(16) Consultant will work directly with Plan Sponsors and Financial Advisors to fulfill 3(16) responsibilities. This includes managing projects, ensuring compliance with requirements, and maintaining relationships with clients.

insurance payroll communication training

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