Client Onboarding Manager

4 days ago

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Oversee the onboarding of new plan sponsor retirement plans • Provide customized service and communications throughout the installation process • Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders • Transition defined contribution retirement plans for single and multiple employer plans • Analyze deliverable dates and create detailed project plans • Ensure plan setup consultants prepare documents related to plans and contracts • Serve as primary plan sponsor contact during the installation process • Analyze data received from the client to assess accuracy

Requirements

• Bachelor’s degree in a business field or equivalent experience • Two years of financial services industry experience including client management, installations/conversions, or contract compliance • Good understanding of retirement plan regulations • Client focused to provide exceptional customer service • Outstanding written/oral communication and relationship building skills • Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle • Problem solving skills and attention to detail • Ability to quickly learn and navigate numerous systems/applications

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Peer Recognition Program (BRAVO)