Perform a wide variety of tasks to support financial advisors and their customers, including, but not limited to, helping customers move their assets within or to Transamerica, facilitating IRA and annuity new business processes and resolving associated issues to ensure timely fulfillment, and connecting with customers and third parties to work through any service transactions.

Responsibilities

  • Follow-up with clients on outstanding new account paperwork within set timeframe.
  • Assist clients with paperwork completion.
  • Answer incoming client calls and respond to request for forms, general inquiries, and status requests.
  • Make outgoing calls following up on outstanding paperwork and requirements
  • Monitor client accounts for actions required and handle each situation as needed
  • Research and resolve issues by utilizing all available resources
  • Clearly and thoroughly document all client interactions
  • Identify and assess customers’ needs to achieve satisfaction
  • Provide accurate, valid and complete information by using the right methods/tools
  • Follow communication and processing procedures, guidelines and policies
  • Assist an assigned group of advisors or agents with onboarding clients
  • Learn annuity new business including products, paperwork, and process for setting up annuity accounts
  • Identify and refer more complex issues to higher level staff
  • May provide guidance and/or training on certain tasks.

Qualifications

  • Three years of experience in the financial services industry
  • Excellent customer service skills
  • Written and verbal communication skills
  • Attention to detail with a high degree of accuracy
  • Excellent time management skills and prioritization skills
  • Ability to meet deadlines in a high-volume work environment
  • Ability to adapt quickly to change
  • Ability to resolve all but the most complete issues
  • Proficiency using MS Office tools

Preferred Qualifications

  • Customer service or brokerage/financial services industry experience    

Working Conditions

  • Office environment

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

 

The Salary for this position generally ranges between $47-57K. This range is an estimate, based on potential qualifications 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 based on the Company Bonus Plan/Individual Performance and is at Company discretion.