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Senior Client Relationship Manager

2 months ago

San Francisco, California, United States Transamerica Full time
Job Summary

We are seeking a highly skilled Senior Client Relationship Manager to join our team at Transamerica. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, ensuring their retirement plan assets are retained and their needs are met.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, brokers, and third-party administrators to ensure client satisfaction and retention.
  • Retirement Plan Asset Retention: Work with clients to identify opportunities to retain retirement plan assets and develop strategies to achieve this goal.
  • Service Delivery: Provide exceptional service to clients, including conducting annual plan reviews, investment reviews, and service meetings.
  • Issue Resolution: Serve as the escalation point for resolving non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues, and managing resources to resolution.
  • Consultative Services: Consult with clients and brokers on qualified plan design issues, interpret and explain plan provisions to accomplish client goals, and forward requests for plan amendments through appropriate channels for processing.
  • Cross-Sell Opportunities: Identify and pursue cross-sell opportunities to enhance individual client and enterprise profitability.
  • Training and Development: Train clients on company processes, procedures, and resources, including all systems and technology for participants and plan sponsors.
Requirements
  • Education: Bachelor's degree in a business-related field or equivalent education/experience.
  • Experience: Five years of retirement industry or similar experience.
  • Licenses: FINRA Series 6 and 63 licenses, or obtain within six months.
  • Skills: Thorough understanding of ERISA and retirement industry trends, advanced knowledge of retirement programs, and subject matter expertise in plan management.
What We Offer

As a Senior Client Relationship Manager at Transamerica, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful contribution to our organization's success.