Sr Client Onboarding Manager (Large Market Retirement)- Work from home
Transamerica(1 month ago)
About this role
A Senior Onboarding Specialist at Transamerica responsible for implementing and converting defined contribution retirement plans, primarily for mid and large plan sponsors. The role operates within the Transactions/Client Processing function and provides subject-matter expertise in retirement plan regulations while supporting client and advisor engagements. The position also serves as a mentor to more junior staff.
Required Skills
- Retirement Plans
- Project Management
- Client Management
- Compliance
- Data Analysis
- Payroll Integration
- Communication
- Relationship Management
- Time Management
- Problem Solving
+1 more
Qualifications
- Bachelor’s Degree in Business
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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