Int Account Manager – Retirement

Transamerica

Account Manager providing customer service for retirement plan administration in financial services industry. Collaborating with clients and internal partners to enhance relationships and satisfaction.

Posted 6/17/2026full-timeCedar Rapids • Colorado, Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $62,000 per yearWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

retirement plan administrationcustomer relationship managementpresentation skillsnegotiation skillscommunication skillsproblem resolutionquality metricsclient service skillsresearch skillsaction planning

Soft Skills

relationship managementclient satisfactioncollaborationproactive communicationinfluenceorganizational skillsinterpersonal skillsprofessionalismadaptabilityteamwork

Tools & Technologies

MS OfficeExcelSalesforceP3Workplace PlatformAQT

Certifications & Qualifications

Bachelor’s degreeASPPA designationsRPFQKA

Industry Keywords

financial servicescustomer serviceretirement plansclient relationshipsquality metricsTransamerica’s Future Fit Culture

About the role

Key responsibilities & impact

Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers.
Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
Under minimal supervision, provide support for daily administration of retirement plans.
Identify customer expectations and develop a strong working relationship.
Coordinate with manager to research issues and negotiate problem resolution.
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams.
Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
Recognize and communicate possible improvements to management.
Collaborate with internal partners to address client needs and develop action plans.

Requirements

What you’ll need

Bachelor’s degree in a business field or equivalent education/experience
Three years of customer relationship experience, including one year of retirement or financial services industry experience
Knowledge of daily administration of retirement plans
Excellent relationship management and ability to communicate with clients in a professional manner, orally and in writing
Effective presentation, influence and negotiation skills
Ability to align behaviors and work to Transamerica’s Future Fit Culture
Proficiency using MS Office tools, including Excel
ASPPA designations (e.g. RPF, QKA) and/or related certifications (preferred)
Knowledge of internal systems (P3, Workplace Platform, AQT, etc.) (preferred)
Knowledge of Salesforce (preferred)

Benefits

Comp & perks

Health insurance
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
Ten (10) paid holidays per year
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave per calendar year
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Recognition Program
Referral Bonus Programs