Definiti
Implementation Specialist
Definiti, Erie, Pennsylvania, United States, 16501
Job Type
Full-time
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
Implementation Specialist
is responsible for onboarding new clients/plans with Definiti from point of sale through first deposit. The Implementation Specialist is the essential and central point of contact for communications and consultations with clients, financial advisors, and recordkeeping partners. In addition to onboarding plans into Definiti systems, the Implementation Specialist also works with different recordkeeping partners to ensure smooth setup and start of plans in their systems.
PRIMARY DUTIES AND RESPONSIBILITIES
Provide excellent customer service to clients and partnersEducate Clients about their document provisions and plan operationsSet realistic and appropriate expectations regarding the implementation processAcquire and review conversion records necessary for ongoing administrationsCoordinate activities and delegate tasks to clients, partners, and internal Definiti teamsEffectively communicate detailed responses to client and partners questions regarding the planAnalyze and ensure accuracy of data setup on Definiti systemsPrompt and accurate tracking of all onboarding/conversion requirementsStay current with retirement plan industry trends, including impact of regulatory changesMaintain accurate understanding of how our internal processes interact together, at both team and organization levelsRequirements
COMPETENCIES REQUIRED
Strong verbal and written communication skillsStrong project management and organizational skillsDemonstrate ability to manage a high volume of concurrent projectsDisplay keen attention to detail for accurate implementation on Definiti and partner platformsDemonstrate sound judgment when making decisions, and operate with discretion and integrityAbility to assess issues as they arise, maintain composure under pressure, and develop thoughtful and appropriate responsesEDUCATION AND QUALIFICATIONS
High School Diploma or GED requiredBachelor's degree preferredTwo years or more of retirement plan industry experience requiredLarge, complex plan administration experience preferredExperience in high-touch, direct client serviceExperience with retirement plan implementation or conversion experience preferredExperience with Pension Pro and/or ASC a plusBasic MS skills to include Outlook, Word, and Excel requiredASPPA, NIPA or CEBS credentials or equivalents preferredREMOTE 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 interactionHave 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 remotelyDesignate a quiet, and well-lit space free of as many distractions as possibleBe online and available to work during designated business hours in local time zoneAccustomed 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 plusAccustomed 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
•401(k) with up to 4% match
•Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
•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
Full-time
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
Implementation Specialist
is responsible for onboarding new clients/plans with Definiti from point of sale through first deposit. The Implementation Specialist is the essential and central point of contact for communications and consultations with clients, financial advisors, and recordkeeping partners. In addition to onboarding plans into Definiti systems, the Implementation Specialist also works with different recordkeeping partners to ensure smooth setup and start of plans in their systems.
PRIMARY DUTIES AND RESPONSIBILITIES
Provide excellent customer service to clients and partnersEducate Clients about their document provisions and plan operationsSet realistic and appropriate expectations regarding the implementation processAcquire and review conversion records necessary for ongoing administrationsCoordinate activities and delegate tasks to clients, partners, and internal Definiti teamsEffectively communicate detailed responses to client and partners questions regarding the planAnalyze and ensure accuracy of data setup on Definiti systemsPrompt and accurate tracking of all onboarding/conversion requirementsStay current with retirement plan industry trends, including impact of regulatory changesMaintain accurate understanding of how our internal processes interact together, at both team and organization levelsRequirements
COMPETENCIES REQUIRED
Strong verbal and written communication skillsStrong project management and organizational skillsDemonstrate ability to manage a high volume of concurrent projectsDisplay keen attention to detail for accurate implementation on Definiti and partner platformsDemonstrate sound judgment when making decisions, and operate with discretion and integrityAbility to assess issues as they arise, maintain composure under pressure, and develop thoughtful and appropriate responsesEDUCATION AND QUALIFICATIONS
High School Diploma or GED requiredBachelor's degree preferredTwo years or more of retirement plan industry experience requiredLarge, complex plan administration experience preferredExperience in high-touch, direct client serviceExperience with retirement plan implementation or conversion experience preferredExperience with Pension Pro and/or ASC a plusBasic MS skills to include Outlook, Word, and Excel requiredASPPA, NIPA or CEBS credentials or equivalents preferredREMOTE 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 interactionHave 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 remotelyDesignate a quiet, and well-lit space free of as many distractions as possibleBe online and available to work during designated business hours in local time zoneAccustomed 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 plusAccustomed 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
•401(k) with up to 4% match
•Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
•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