Retirement Plan Relationship Manager

Transamerica; Denver (CO); On-site; 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 an Account / Relationship Manager in Denver to provide outstanding retirement plan administration and exceptional client service. You will work with Client Executives and internal partners to strengthen relationships and drive satisfaction.

The role requires a bachelor’s degree in business, 3+ years in customer relationship management (including retirement/financial services), and proficiency with MS Office.

Qualifications

• Bachelor’s degree in business or related field or equivalent education/experience.
• Three years of customer relationship experience, including one year in retirement or financial services.
• 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 with Transamerica’s Future Fit Culture: One, Accountability, Agility, Customer Centricity.
• Proficiency using MS Office tools, including Excel.

Responsibilities

• Under minimal supervision, provide support for daily administration of retirement plans and identify customer expectations.
• Coordinate with manager to research issues and negotiate problem resolution.
• Develop and foster proactive relationships with clients, financial professionals and internal service teams to ensure client retention and profitability.
• Provide prompt, accurate information that meets quality metrics.
• Lead effective/strategic client meetings face-to-face or via conference call.

Skills

Relationship management

Communication skills

MS Excel

Presentation skills

Negotiation

Education

Bachelor’s degree in business or related field

Tools

Salesforce

P3

Workplace Platform

AQT

Job description

Transamerica is seeking an Account / Relationship Manager in Denver to provide outstanding retirement plan administration and exceptional client service. You will work with Client Executives and internal partners to strengthen relationships and drive satisfaction.

The role requires a bachelor’s degree in business, 3+ years in customer relationship management (including retirement/financial services), and proficiency with MS Office.