Retirement Plans Account Manager: Client Relations & Solutions

Aegon; United States; Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Hybrid work

Occasional travel

Job summary

Aegon in the United States seeks an experienced client service professional to support daily retirement plan administration and enhance client relationships. You will work with internal partners to resolve inquiries, research issues, and maintain high-quality service standards.

You will build proactive relationships with clients and financial professionals, coordinate problem resolution, and participate in training to deepen retirement plan knowledge. Hybrid work and travel are involved.

Qualifications

• Bachelor’s degree in business or equivalent education/experience.
• Three years of customer relationship experience, including retirement/financial services exposure.
• Knowledge of daily administration of retirement plans and client servicing.

Responsibilities

• Provide daily retirement plan administration support under minimal supervision.
• Coordinate with manager to research issues and negotiate resolutions.
• Build proactive client relationships with clients, financial professionals and internal teams.
• Provide prompt, accurate information meeting quality metrics.
• Suggest process improvements to management.
• Collaborate with internal partners to address client needs and develop action plans.
• Demonstrate knowledge of recordkeeping and processing capabilities.
• Attend training to gain functional retirement plan knowledge.
• Gather data from multiple systems to troubleshoot problems.
• Lead effective client meetings, in person or by conference call.
• Mentor new account managers.

Skills

Customer relationship management

Communication skills

Problem resolution

Education

Bachelor’s degree in Business

Tools

MS Office Suite

Excel

Job description

Aegon in the United States seeks an experienced client service professional to support daily retirement plan administration and enhance client relationships. You will work with internal partners to resolve inquiries, research issues, and maintain high-quality service standards.

You will build proactive relationships with clients and financial professionals, coordinate problem resolution, and participate in training to deepen retirement plan knowledge. Hybrid work and travel are involved.