Under general supervision, provide support for daily administration of retirement plansIdentify customer expectations and develop a strong working relationship.
Coordinate with manager to research issues 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 communicate possible improvements to management.
Address client needs, develop action plans, and consult on products, services, and capabilities resulting in added value for our clients.
Demonstrate general knowledge of recordkeeping, outsourcing and processing capabilities.
Attend training to obtain functional retirement plan knowledge such as various plan design, plan specific requirements (life insurance, sda’s, outside assets, stock, etc.).
Bachelor`s degree in a business field or equivalent education/experience
Two years of customer relationship experience, or experience in the retirement or financial services industry
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Ability to present, influence and negotiate
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
Asppa designations (e.gRpf, qka) and/or related certifications
Knowledge of internal systems (p3, workplace platform, aqt, etc.)
Knowledge of salesforce
Knowledge of daily administration of retirement plans
**please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the colorado equal pay for equal work act and equal pay transparency rulesIt is estimated based on what a successful colorado applicant might be paidIt assumes that the successful candidate will be in colorado or perform the position from coloradoSimilar positions located outside of colorado will not necessarily receive the same compensation**
The salary for this position generally ranges between $43,000-$72,000This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by lawThe range may vary above and below the stated amounts, as permitted by colorado equal pay transparency rule 4.1.2.
This position is also typically eligible for an annual bonus based on the company bonus plan/individual performance and is at company discretion at a rate of 7.5%
May travel (up to 10%) for client meetings and sales finals presentations
Posted 30+ days ago