Int Account Specialist-Retirement

United States

Full-time

Remote

$43K/yr - $52K/yr

Entry Level

Aegon is seeking an Int Account Specialist-Retirement to provide customer support for retirement plan accounts. The role involves responding to inquiries, handling transactions, and coordinating plan activities to ensure client satisfaction.

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Responsibilities

Respond to service inquiries from clients, advisors, TPAs and client executives
Handle client transactions, including payroll, distribution and enrollment needs
Document and initiate processing requests; ensure information is updated in appropriate systems
Provide client reporting, including APR and BI, as requested
Coordinate complex plan activities, including fund changes, re-pricing and product conversions
Order materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials