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Account-Specialist-Retirement

Transamerica

Account-Specialist-Retirement

Denver, CO
Full Time
Paid
  • Responsibilities

    Apply Now >> Job ID : R20014611_2 Job Title : Account-Specialist-Retirement Location : Denver, CO US Posted On : 12-27-2018 Job Type : Full Time Description : Job Description Summary Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts. Job Description Responsibilities Respond to service inquiries from clients, advisors, TPAs and client executives. Handle client transactions, including payroll, distribution and enrollment needs. Document and initiate processing requests; ensure information is updated in appropriate systems. Support client reporting. Support the coordination of complex plan activities, including fund changes, re-pricing and product conversions. Assist in ordering materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials. Qualifications Bachelors degree in a business-related field or equivalent work experience. One year of customer service experience. Written/verbal communication and interpersonal skills. Basic skills in MS Word, Excel, PowerPoint. Preferred Qualifications Retirement industry experience. ASPPA designation or related coursework. Knowledge of company systems. Our Culture At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset? Acting as One fosters an environment of positive collaboration. Accountability allows us to own the problem as well as the solution. Agility inspires new ideas, innovation and challenges the status quo. Customer Centricity encourages an above and beyond approach to our customer. Working Conditions Office/call center environment. Apply Now >>

  • Industry
    Financial Services