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Intermediate Client Onboarding Manager (Mid-Market Retirement MEPs/PEPs) at Transamerica - ApplyBlast

Intermediate Client Onboarding Manager (Mid-Market Retirement MEPs/PEPs)

Transamerica

6 months ago

3.5 on Glassdoor

Cedar Rapids, Iowa

Hybrid

Full Time

Junior

0 applicants

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About this role

A Client Services Specialist at Transamerica manages the onboarding of retirement plans and conversion processes for small to mid-size plan sponsors. The role involves coordinating with stakeholders, ensuring compliance, and delivering exceptional service throughout the installation process.

Skills

Qualifications

Bachelor’s degree in a business fieldTwo years of financial services industry experienceGood understanding of retirement plan regulationsOutstanding written/oral communication skills

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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