51 applicants

Company

Transamerica · 1 day ago

Senior Client Executive (East Coast)

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $117K/yr

5+ years exp

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Responsibilities

Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.

Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.

Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.

Adhere to process and documentation standards to minimize operational risk and loss.

Interpret discrimination testing rules and results. Consult on solutions to failed testing.

Drive cross sell opportunities to enhance individual client and enterprise profitability.

Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client's current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing.

Keep clients and advisors apprised of product and service enhancements, including changes in investment options.

Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.

Consult with clients on plan termination issues. Submit plan termination requests for processing.

Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs.

Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.

Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures.

Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.

Qualification

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Retirement industry experienceFINRA Series 6 licenseFINRA Series 63 licenseERISA knowledgePlan management expertiseMS Office proficiencyConsultative sales skillsClient relationship management

Required

Bachelor’s degree in a business related field or equivalent education/experience.

Five years of retirement industry or similar experience.

FINRA Series 6 and 63 licenses, or obtain within six months.

Thorough understanding of ERISA and retirement industry trends.

Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions.

Proficiency using MS Office (Word, Excel, PowerPoint).

Preferred

Advanced skills in MS Word, Excel and PowerPoint.

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