Retirement Plan Account Manager — Client Relationships & Growth

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

Job summary

Transamerica in Denver is seeking an Account / Relationship Manager to deliver outstanding retirement plan administration and client service. You will partner with Client Executives and internal teams to strengthen relationships and drive client satisfaction across retirement products and services.

The role requires building strong stakeholder relationships, resolving issues promptly, and leveraging internal resources to retain clients and grow the service block.

Qualifications

• Bachelor’s degree in business or equivalent education/experience.
• Three years of customer relationship experience, including one year in retirement/financial services.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and ability to communicate with clients, orally and in writing.
• Effective presentation, influence and negotiation skills.
• Ability to align behaviors with Transamerica’s Future Fit Culture (Acting as One, Accountability, Agility, Customer Centricity).
• Proficiency using MS Office tools, including Excel.

Responsibilities

• 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 and growth.
• Provide prompt, accurate information that meets quality metrics.
• Communicate possible improvements to management.
• Collaborate with internal partners to address client needs and solutions for retaining clients and resolving issues.
• Demonstrate knowledge of recordkeeping, outsourcing and processing capabilities.
• Attend training to gain retirement plan knowledge (design, requirements).
• Gather data from multiple systems to interpret and resolve problems.
• Lead effective client meetings face-to-face or via conference call.
• Mentor new account managers.

Skills

Relationship management

Communication

Negotiation

MS Office

Excel

Client service

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

Transamerica in Denver is seeking an Account / Relationship Manager to deliver outstanding retirement plan administration and client service. You will partner with Client Executives and internal teams to strengthen relationships and drive client satisfaction across retirement products and services.

The role requires building strong stakeholder relationships, resolving issues promptly, and leveraging internal resources to retain clients and grow the service block.