Retirement Plan Account Manager — Client Solutions

Jobtailor; Colorado; On-site; USD 70,000 - 90,000; Full time

Job description

• Provide support for daily administration of retirement plans under minimal supervision
• Identify customer expectations and develop strong working relationships
• Coordinate with the manager to research issues and negotiate problem resolution
• Develop and foster proactive, positive relationships with clients, financial professionals, and internal service teams
• Provide prompt, accurate, and consistent information meeting or exceeding quality metrics
• Recognize and communicate possible improvements to management
• Collaborate with internal partners to address client needs and maintain action plans
• Consult on products, services, and capabilities to retain clients and resolve complex issues
• Demonstrate general knowledge of recordkeeping, outsourcing, and processing capabilities
• Attend training to obtain functional retirement plan knowledge
• Gather data from multiple systems to troubleshoot and resolve problems
• Lead effective and strategic client meetings face-to-face or via conference call
• Assist with mentoring new account managers
• Travel for client meetings and sales finals presentations

Requirements

• 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
• Ability to align behaviors and work to Transamerica’s Future Fit Culture, including Acting as One, Accountability, Agility, and Customer Centricity
• Proficiency using MS Office tools, including Excel
• Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
• Preferred: ASPPA designations (e.g. RPF, QKA) and/or related certifications
• Preferred: Knowledge of internal systems (P3, Workplace Platform, AQT, etc.)
• Preferred: Knowledge of Salesforce

Core Competencies

Demonstrates expertise in retirement plan administration and customer relationship management, with strong skills in communication, negotiation, and problem resolution. Proficient in utilizing MS Office tools and familiar with industry-specific systems to enhance client interactions and service delivery.

Highest-signal resume keywords

• Retirement Plan Administration
• Customer Relationship Management
• Effective Presentation Skills
• MS Office Proficiency
• ASPPA Designations

Hard Skills

• Retirement Plan Administration
• Customer Relationship Management
• Data Troubleshooting
• Negotiation Skills
• Problem Resolution

Soft Skills

• Relationship Management
• Communication Skills
• Mentoring Skills
• Influence Skills
• Agility

Certifications & Qualifications

• ASPPA Designations
• RPF
• QKA

Industry Keywords

• Financial Services
• Client Meetings
• Quality Metrics
• Action Plans
• Customer Centricity

Tools & Technologies

• MS Office
• Salesforce
• P3
• Workplace Platform
• AQT