Intermediate Account Manager – Retirement

Transamerica

. Provide customer service and retirement plan administration support to TAG clients .

Posted 9/30/2026full-timeUnited StatesMid-LevelSenior💰 $52,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan administration and customer service, with a strong focus on relationship management and effective communication. Proficient in utilizing internal systems and tools to deliver timely solutions and enhance client satisfaction.

Highest-signal resume keywords

Retirement Plan AdministrationCustomer Relationship ManagementEffective Communication SkillsMS Office ProficiencyASPPA Designations

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Retirement Plan AdministrationCustomer Relationship ManagementData TroubleshootingPresentation SkillsNegotiation Skills

Soft Skills

Relationship ManagementProblem SolvingCollaborationMentoring

Tools & Technologies

MS OfficeSalesforceP3Workplace PlatformAQT

Certifications & Qualifications

ASPPA DesignationsRPFQKA

Industry Keywords

Financial ServicesClient SupportQuality MetricsProcess ImprovementFuture Fit Culture

About the role

Key responsibilities & impact

Provide customer service and retirement plan administration support to TAG clients
Respond to inquiries via phone and shared email inbox
Research issues, resolve problems, and deliver accurate, timely solutions
Support daily administration of retirement plans
Coordinate with managers to research issues and negotiate resolutions
Develop and foster relationships with clients, financial professionals, and internal service teams
Provide prompt, accurate, and consistent information meeting or exceeding quality metrics
Communicate potential process improvements to management
Collaborate with internal partners to address client needs and maintain action plans
Consult on products, services, and capabilities to retain clients and resolve complex issues
Gather data from multiple systems to troubleshoot and resolve problems
Lead strategic client meetings in person or via conference call
Assist with mentoring new account managers
Attend training to obtain functional retirement plan knowledge

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 professionally, 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
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

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
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
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