Int Client Relationship Operations Specialist

Transamerica•Cedar Rapids, IA

15d

About The Position

Handle a diverse range of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support the daily administration of retirement plans across all markets.

Requirements

Associate’s degree in a business field or equivalent experience
Two years of experience in the retirement, financial, or client services industry
General understanding of the retirement industry
Strong organizational skills and attention to detail
Good written and oral communication skills
Analytical and research skills to obtain/evaluate information necessary to take the appropriate course of action
Ability to work in a fast paced environment
Proficiency using MS Office

Responsibilities

Review and research work requests coming in from an assigned queue to determine the best course of action.
Identify client needs and appropriate internal or external teams to develop action plans; follow through to completion.
Monitor and ensure completion of reoccurring tasks for assigned internal partners.
Validate information and identify/submit updates as needed.
May handle certain client relationship responsibilities.
May be assigned to cross-functional projects based on area of competency/expertise.

Benefits

Competitive Pay
Bonus for Eligible Em ployees
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 (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 s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.
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