Int Account Specialist-retirement

Transamerica Corporation

Multiple Locations
Base: $43,000-$52,000; bonus/equity: annual bonus ...
Hybrid
Retirement plan accounts
Customer service experience
Written/verbal communication
Transamerica Corporation is seeking an Int Account Specialist for retirement accounts, responsible for customer support and transaction handling related to retirement plans. The ideal candidate should possess relevant experience in the retirement industry and customer service, with strong organizational and communication skills. ###

Job Summary

  • Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.
  • Handles client transactions, documents requests, and provides client reporting.
  • Offers a comprehensive benefits package including pension plan, 401k match, and paid time off.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking an Int Account Specialist for retirement accounts, responsible for customer support and transaction handling related to retirement plans. The ideal candidate should possess relevant experience in the retirement industry and customer service, with strong organizational and communication skills. ###

Salary

Base: $43,000-$52,000; Bonus/Equity: Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • retirement plan accounts
  • customer service experience
  • written/verbal communication
  • organizational skills
  • MS Office Suite proficiency

Nice-to-have

  • ASPPA designation
  • knowledge of company systems
  • innovative thinking
  • personal accountability
  • collaborative environment

Key Requirements

  • Bachelor's degree or equivalent work experience
  • Two years of retirement industry experience
  • One year of customer service experience

Work Rights

Not specified

Tailored Resume

Cover Letter