Int Account Specialist-Retirement
Transamerica, Baltimore, MD, United States
Job Description Summary
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
Hybrid
Call center environment
Compensation The salary for this position generally ranges between $43,000-$52,000.
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.
Visa and Work Authorization 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.
Benefits For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees.
Competitive Pay
Bonus for Eligible Employees
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 NYSE holidays).
Be Well Company holistic wellness program including 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
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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
Hybrid
Call center environment
Compensation The salary for this position generally ranges between $43,000-$52,000.
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.
Visa and Work Authorization 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.
Benefits For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well‑being of our employees.
Competitive Pay
Bonus for Eligible Employees
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 NYSE holidays).
Be Well Company holistic wellness program including 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
#J-18808-Ljbffr