As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members.

Responsibilities

  • Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.
  • Establish an ongoing data dialog, via payroll files, to maintain data elements.
  • Analyze and reconcile data received against documented plan rules.
  • Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.
  • Audit, analyze and perform data quality reviews for each conversion.
  • Maintain the NBI (new business intelligence) database and transaction calendar.
  • Participate in meetings with the Implementation staff.
  • Lead and/or participate in department projects and data-specific initiatives.
  • Manage large data conversion projects.
  • Maintain department tools and procedures as assigned.
  • Identify procedural issues/gaps and recommend solutions.


Qualifications

  • Five years of experience in the financial services industry including work with electronic data files
  • Working knowledge of Paris or related database systems, and SQL (AQT).
  • Experience using Informatica or Pervasive software, or related systems.
  • Written and verbal communication skills to present information to internal and external stakeholders.
  • Organizational skills and attention to detail.
  • Problem-solving and analytical skills.
  • Proficiency in MS Word/Excel.
  • Experience constructing queries.


Preferred Qualifications

  • Proficiency in MS Access.

Compensation

The salary for this position generally ranges between $70,000 - $77,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.
  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.