Drive client satisfaction as an Intermediate Account Manager at Transamerica, focusing on retirement plan administration and exceptional service delivery. Join a hybrid workplace that embraces innovative thinking and diverse talent. As an Intermediate Account Manager, you will enhance client relationships and ensure seamless administration of retirement plans.

Focus on delivering timely solutions for plan sponsors and financial advisors while supporting daily operations with prompt responsiveness.

Your role combines problem-solving and relationship management to promote client retention and satisfaction. Key Responsibilities:
Provide retirement plan administration and customer service support
Manage complex inquiries with detail and promptness




Collaborate with internal teams to resolve client issues
Develop robust relationships with clients and advisors
Conduct strategic client meetings and presentations Requirements:
Bachelor’s degree in business or related field
Three years customer relationship experience, including finance
Knowledge of retirement plan daily administration
Solid communication and presentation skills
Proficiency in MS Office, especially Excel Become a trusted resource at Transamerica by leveraging your skills in account management and client service.

📌 Account Manager For Retirement Plans Quinte West
🏢 Transamerica
📍 Quinte West