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

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.


Qualifications

  • 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.


Preferred Qualifications

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


Working Conditions

  • Office Environment/hybrid
  • Call center environment

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $43,000-$50,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.