Operations Relationship Specialist - AM

Job Family

• Customer Service

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long‑term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

As an Operations Relationship Specialist, you will be responsible for strengthening the service experience for mutual fund customers, financial advisors, and institutional trading partners. You will partner with service providers and cross‑functionally within the Operations Department to produce an exceptional client experience, provide oversight of service providers and other vendors to ensure service level agreements are being met or exceeded, recognize trends, resolve systemic issues and drive procedural improvements.

Flexibility to learn new responsibilities related to department needs and functions.

• Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff.
• Provide timely support for portfolio managers, including working with institutional trading partners, monitoring as‑of trading activity as well as any resulting fund impact.
• Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking action toward service recovery.
• Perform oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year‑end shareholder tax reporting process, direct business trade functions, fund pricing and distributions, and cash control.
• Provide appropriate information to the Operations Management team regarding potential servicing issues.
• Support internal and external audits; complete research requests from Transamerica's Legal and Compliance teams with an increased attention to detail and strong degree of precision.

• Bachelor’s degree or equivalent business experience.
• Two years of mutual fund or relationship/vendor management experience.
• Ability to work independently and as part of a team.
• Exc…