Retirement Plan Account Manager

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

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica is seeking an Account / Relationship Manager to provide daily retirement plan administration and exceptional client service. You will build strong relationships with clients, financial professionals, and internal teams to retain and grow the client base, while delivering accurate plan information and solutions.

The role emphasizes collaboration, issue resolution, and knowledge development across retirement plan capabilities, with a focus on quality service and stakeholder

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.
• Effective presentation, influence and negotiation skills.
• Proficiency using MS Office tools, including Excel.
• ASPPA designations (e.g. RPF, QKA) and/or related certifications.
• Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• Knowledge of Salesforce.

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, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Recognize and communicate possible improvements to management.
• Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
• Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
• Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.).
• Gather data from multiple systems to interpret, trouble‑shoot and resolve problems with limited management assistance.
• Lead effective/strategic client meetings either face‑to‑face or via conference call.
• Assist with mentoring new account managers.

Skills

Customer relationship management

Retirement/financial services domain

Communication and presentation

Education

Bachelor's degree in business

Tools

Salesforce

Job description

Transamerica is seeking an Account / Relationship Manager to provide daily retirement plan administration and exceptional client service. You will build strong relationships with clients, financial professionals, and internal teams to retain and grow the client base, while delivering accurate plan information and solutions.

The role emphasizes collaboration, issue resolution, and knowledge development across retirement plan capabilities, with a focus on quality service and stakeholder