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Intermediate-Account-Specialist

Transamerica

Intermediate-Account-Specialist

Cedar Rapids, IA +1 location
Full Time
Paid
  • Responsibilities

    Apply Now >> Job ID : R20018010_1 Job Title : Intermediate-Account-Specialist Location : Denver, CO US Posted On : 12-28-2018 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. Provide client reporting, including APR and BI, as requested. Coordinate complex plan activities, including fund changes, re-pricing and product conversions. Order 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. Two years of retirement industry experience. One year of customer service experience. Written/verbal communication and interpersonal skills. Organizational skills and the ability to multi-task. Basic skills in MS Word, Excel, PowerPoint. Preferred Qualifications ASPPA designation or related coursework. Knowledge of company systems. Working Conditions Office/call center environment. Apply Now >>

  • Industry
    Financial Services
  • Locations
    Denver, CO • Cedar Rapids, IA