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 cutting-edge 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 strong 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
• Strong 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