Senior Retirement Plan Client Advisor (Hybrid)

Transamerica; Iowa, Northern (LA, KY); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Competitive Pay

Annual Bonus Eligibility

401k Match

Medical Insurance

Dental Insurance

Vision Insurance

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Employee Discounts

Job summary

Transamerica is seeking a detail-oriented Retirement Plan Service professional to support daily plan administration and client inquiries. You will work with Client Executives and internal partners to resolve issues, deliver accurate information, and foster strong client relationships.

Responsibilities include leading client meetings, researching complex items, and mentoring junior staff. A bachelor’s degree plus 3 years in retirement or financial services is required, with a hybrid work setup

Qualifications

• Bachelor's degree in business field or equivalent education/experience.
• Three years of customer relationship experience, including retirement/financial services exposure.
• Knowledge of daily administration of retirement plans.
• Excellent relationship management and professional communication (oral/written).
• Strong presentation, influence and negotiation abilities.
• Familiarity with Transamerica's Future Fit culture principles.

Responsibilities

• Provide retirement plan administration support with ownership and timely responses.
• Research issues, coordinate with management to resolve problems.
• Build proactive relationships with clients, financial professionals and internal teams.
• Lead client meetings (in person or via conference call).
• Mentor new account managers and collaborate with internal partners to meet client needs.
• Gather data from multiple systems to troubleshoot and resolve issues.

Skills

Customer relationship

Relationship management

Communication

Presentation

Negotiation

MS Office Excel

Teamwork

Attention to detail

Education

Bachelor's degree in business

ASPPA designations (RPF/QKA)

Tools

P3

Workplace Platform

AQT

Salesforce

Job description

Transamerica is seeking a detail-oriented Retirement Plan Service professional to support daily plan administration and client inquiries. You will work with Client Executives and internal partners to resolve issues, deliver accurate information, and foster strong client relationships.

Responsibilities include leading client meetings, researching complex items, and mentoring junior staff. A bachelor’s degree plus 3 years in retirement or financial services is required, with a hybrid work setup