Hybrid Retirement Plan Account Manager

Transamerica; Denver (CO); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Holidays

Parental Leave

Employee Discounts

Job summary

Transamerica is seeking an Intermediate Account Manager to support retirement plan administration and act as a trusted resource for plan sponsors and financial advisors. You will collaborate with Client Executives and internal teams to strengthen relationships, resolve issues, and ensure exceptional service delivery.

Responsibilities include managing daily plan administration, delivering accurate solutions, mentoring junior staff, and driving client retention and growth in a hybrid work setting.

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 a professional manner, orally and in writing.
• Proficiency using MS Office tools, including Excel.
• Ability to align behaviors and work to Transamerica’s Future Fit Culture, which includes Acting as One, Accountability, Agility, and Customer Centricity.
• Preferred: Salesforce knowledge.

Responsibilities

• Manages their work with extreme ownership.
• Manages complex research items with care and concern and with prompt and timely responses and updates.
• Strong time management and organizational skills.
• Strong interpersonal skills and ability to work as part of a team.
• Attention to detail, anticipate needs of the customer.
• 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, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.

Skills

Customer relationship

Communication skills

MS Office Excel

Education

Bachelor's degree in business

Tools

Salesforce

Job description

Transamerica is seeking an Intermediate Account Manager to support retirement plan administration and act as a trusted resource for plan sponsors and financial advisors. You will collaborate with Client Executives and internal teams to strengthen relationships, resolve issues, and ensure exceptional service delivery.

Responsibilities include managing daily plan administration, delivering accurate solutions, mentoring junior staff, and driving client retention and growth in a hybrid work setting.