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Transamerica Corporation is seeking a Senior Client Executive responsible for managing retirement plan relationships and ensuring client satisfaction. The role involves proactive engagement with clients and brokers, conducting plan reviews, and driving cross-selling opportunities to enhance profitability.
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Job Summary
The role is responsible for retirement plan asset retention and ensuring high client satisfaction for assigned 401(k), DB, or MEP plans.
Employees will serve as the escalation point for resolving complex service issues while interpreting discrimination testing rules and advising on plan design.
The company offers a comprehensive benefits package including 160 hours of paid time off annually, parental leave, and a 401k match.
Matching Summary
Match Score: 75
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Transamerica Corporation is seeking a Senior Client Executive responsible for managing retirement plan relationships and ensuring client satisfaction. The role involves proactive engagement with clients and brokers, conducting plan reviews, and driving cross-selling opportunities to enhance profitability.
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Salary
Base: $80,000 - $105,000 annually; Bonus: Eligible for Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Comprehensive package including Pension Plan, 401k Match, Medical, Dental, Vision