Senior Retirement Plan Client Strategist

Transamerica; Cedar Rapids (IA); On-site; USD 64,000 - 74,000; Full time

Benefits offered by this job

401k Match

Dental Insurance

Vision Insurance

Job summary

Transamerica in Cedar Rapids, IA seeks an experienced accounts/relationship manager to administer daily retirement plans, build strong client relationships, and deliver proactive service. You will research and resolve issues, collaborate with internal teams, and communicate effectively to meet quality standards.

This role emphasizes client retention and strategic growth within a major financial services firm.

Qualifications

• Bachelor’s degree in business field or equivalent education/experience.
• Five years of customer relationship experience, including three years of retirement industry experience.
• Thorough knowledge of daily administration of retirement plans.
• Outstanding relationship management and the 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, which includes Acting as One, Accountability, Agility, and Customer Centricity.
• Proficiency using MS Office tools, including Excel.

Responsibilities

• Manage the daily administration of retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Research issues, develop potential solutions, and negotiate problem resolution.
• Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies.
• Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
• Demonstrate strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a subject matter expert for the team.
• Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, SDA’s, outside assets, stock, outsourcing, etc.).
• Gather data from multiple systems to interpret, trouble-shoot and resolve problems.
• Lead effective/strategic client meetings either face-to-face or via conference call.
• Share best practices with the team.
• Assist in mentoring new account managers.
• Assist with escalation resolution and approve reversals and profit or loss calculations.

Skills

Relationship management

Client communication

Presentation skills

Education

Bachelor’s degree in business field or equivalent education/experience

Tools

MS Office (Excel)

Job description

Transamerica in Cedar Rapids, IA seeks an experienced accounts/relationship manager to administer daily retirement plans, build strong client relationships, and deliver proactive service. You will research and resolve issues, collaborate with internal teams, and communicate effectively to meet quality standards.

This role emphasizes client retention and strategic growth within a major financial services firm.