TransAmerica Technology Services
Sr Client Onboarding Manager (Large Market)
Work From Home, USA · Senior
Sponsorship not specified$84k-$92kDetected 14 days ago
ComplianceAuditingCustomer SupportResearchCommunicationProblem SolvingTime ManagementMentoringOrganizational SkillsInternal Audit
About the role
- We understand the potential of leveraging the talents of a diverse workforce.
- We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
- Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.
- Create and ensure regulatory notices are accurate and distributed to participants on time.
- Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
- Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
Requirements
- Bachelor's degree in a business field or equivalent experience
- Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
- Ability to quickly learn and navigate numerous systems/applications
- In-depth understanding of retirement plan regulations
- Client focused to provide exceptional customer service
- Outstanding written/oral communication and relationship building skills
- Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
- Problem solving skills and attention to detail
- Compensation
- The salary for this position generally ranges between $84,000 - $92,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
- Additionally, this position is typically eligible for an Annual Bonus of 12.5% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
- Working Conditions
- Hybrid position near our core locations requiring three days (Tuesday-Thursday) in office (Cedar Rapids or Denver).
Compensation
- The salary for this position generally ranges between $84,000 - $92,000 annually.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
- Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
- Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
Equal opportunity
- 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.
Visa & Work Authorization
- Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers
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