Retirement Plan Account Manager | Client Relationships

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

Job summary

Transamerica is seeking a retirement plan administrator to deliver daily plan support and responsive client service. You will collaborate with Client Executives and internal teams to maintain relationships, resolve issues, and drive client satisfaction.

A Bachelor’s degree and 3 years in customer relations in financial services are preferred. Hybrid role in the US; responsibilities include data gathering, issue resolution, and contributing to process improvements while mentoring junior staff.

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.

Responsibilities

• Under minimal supervision, provide support for daily administration of retirement plans.
• 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 experience

MS Office/Excel

Communication skills

Presentation/Negotiation

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

Transamerica is seeking a retirement plan administrator to deliver daily plan support and responsive client service. You will collaborate with Client Executives and internal teams to maintain relationships, resolve issues, and drive client satisfaction.

A Bachelor’s degree and 3 years in customer relations in financial services are preferred. Hybrid role in the US; responsibilities include data gathering, issue resolution, and contributing to process improvements while mentoring junior staff.