Int Account Specialist-Retirement

Transamerica • Cedar Rapids, IA

2d • $43,000 - $52,000 • Hybrid

About The Position

Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.

Requirements

• Bachelor’s degree in a business-related field or equivalent work experience.
• Two years of retirement industry experience.
• One year of customer service experience.
• Written/verbal communication and interpersonal skills.
• Organizational skills and the ability to multi-task.
• Basic skills in MS Word, Excel, PowerPoint.

Nice To Haves

• ASPPA designation or related coursework.
• Knowledge of company systems.

Responsibilities

• Respond to service inquiries from clients, advisors, TPAs and client executives.
• Handle client transactions, including payroll, distribution and enrollment needs.
• Document and initiate processing requests; ensure information is updated in appropriate systems.
• Provide client reporting, including APR and BI, as requested.
• Coordinate complex plan activities, including fund changes, re-pricing and product conversions.
• Order materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials.

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
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• 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 to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level