Hybrid Retirement Plan Account Manager

Transamerica Corporation; Cedar Rapids (IA); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Bonus eligibility

401k Match

Paid Time Off

Job summary

Transamerica Corporation is seeking an Account / Relationship Manager to deliver outstanding retirement plan administration and customer service. You will work with internal partners to enhance client relationships, respond to inquiries, and drive satisfaction.

The role requires experience in retirement or financial services, strong communication skills, and the ability to coordinate issue resolution while maintaining high service standards. Hybrid work with occasional travel is supported.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience.
• Three years of customer relationship experience, including one year of retirement or financial services industry experience.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and ability to communicate with clients in writing and verbally.
• Proficiency using MS Office tools, including Excel.

Responsibilities

• Under minimal supervision, provide support for daily administration of retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Coordinate with manager to research issues and negotiate problem resolution.
• Develop and foster proactive relationships with clients, financial professionals and internal service teams to ensure client retention and growth.

Skills

Customer relationship management

MS Office (Excel)

Communication

Problem resolution

Negotiation

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

Transamerica Corporation is seeking an Account / Relationship Manager to deliver outstanding retirement plan administration and customer service. You will work with internal partners to enhance client relationships, respond to inquiries, and drive satisfaction.

The role requires experience in retirement or financial services, strong communication skills, and the ability to coordinate issue resolution while maintaining high service standards. Hybrid work with occasional travel is supported.