Sr Client Onboarding Manager (Work From Home)
Transamerica(1 month ago)
About this role
Senior role responsible for overseeing the onboarding of new and converting retirement plan sponsors, ensuring successful installations and timely deliverables. The position acts as the primary client-facing contact for mid to large plans, coordinates with internal and external stakeholders, and mentors junior staff. It supports Transamerica’s retirement business by enabling smooth transitions and maintaining client satisfaction.
Required Skills
- Retirement Plans
- Project Management
- Client Management
- Compliance
- Relationship Management
- Communication
- Data Analysis
- Payroll Integration
- Time Management
- Problem Solving
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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