Transamerica

Client Executive managing retirement plans for assigned clients

Provides foundational experience in client engagement and financial planning support for Transamerica

The role is responsible for managing assigned client relationships to ensure satisfaction, retention, and profitability of retirement 401(k) plans, potentially including Defined Benefit, Defined Contribution, and Total Retirement Outsourcing. Key duties involve proactive strategic and tactical planning with advisors and clients, cross-selling services, and acting as the escalation point for service issues.

Bookkeeping functions for financial services company.

Senior Client Executive responsible for retirement plan asset retention and client satisfaction

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Manager overseeing branch inspection operations for Transamerica Financial Advisors.