Client Success Manager II - Retirement Plans
Definiti LLC
- Experience
- 4+ yrs
- Location
- Cary or United States
- Job type
- Full-time
Required skills
- PensionPro
- Microsoft Teams
- Microsoft SharePoint
About the role
High school diploma or GED required; bachelor's degree preferred; 4+ years retirement plan administration experience; 4+ years client-facing customer support; proficiency with PensionPro or similar TPA software; willingness to obtain ASPPA QKA/QKS or NIPA designation within 1 year.
About Definiti LLC
Definiti is national retirement-services firm helping organizations with 401(k) administration, recordkeeping, compliance, actuarial consulting, and pension outsourcing.
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