Int Account Specialist - Retirement

Transamerica(1 month ago)

HybridFull TimeMedior$43,000 - $50,000Account / Relationship Management

About this role

A Retirement Plan Client Service Representative at Transamerica is a customer-facing role within the company's retirement and investment business, supporting institutional and individual retirement plan clients. The position is part of the Account/Relationship Management job family at a large insurance and financial services firm and operates in a hybrid office/call-center environment.

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Required Skills

Client Support
Transaction Processing
Reporting
Plan Coordination
Enrollment Support
Communication
Organization
MS Excel
MS Word
PowerPoint

Qualifications

Bachelor's Degree in Business or Equivalent
ASPPA (Preferred)

About Transamerica

transamerica.com

Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.

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