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Company

Transamerica · 2 days ago

Intermediate Client Onboarding Manager (Retirement Plans)

United States

Full-time

Remote

Entry, Mid Level

$62K/yr - $75K/yr

2+ years exp

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Responsibilities

Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.

Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.

Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.

Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.

Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed.

Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.

Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.

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.

Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.

Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.

Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture.

Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.

Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

Qualification

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Financial services experienceClient managementInstallations/conversionsRetirement plan regulationsContract complianceSystem navigationRelationship building

Required

Bachelor’s degree in a business field or equivalent experience

Two years of financial services industry experience including client management, installations/conversions, or contract compliance

Good 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

Ability to quickly learn and navigate numerous systems/applications

Benefits

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 New York Stock Exchange (NYSE) holidays).

Be Well Company holistic wellness program, which includes 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

College Coach 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