Int Client Onboarding Manager (Mid-Market)
Transamerica(13 days ago)
About this role
A role responsible for overseeing the onboarding of new retirement plans and their conversion from other providers, with a focus on small to mid-size plan sponsors. The position involves managing relationships, ensuring compliance, and coordinating the setup and transition process to deliver tailored service and meet project milestones.
Required Skills
- retirement Plans
- Client Management
- Contributions
- Financial Services
- Project Management
- Compliance
- Communication
- Data Analysis
- Fund Transfers
- Consolidation
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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