Sr Client Support Specialist; Hybrid in Cedar Rapids

Job Description Summary

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.

• 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.

• 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.

• Customer service or brokerage/financial services industry experience.

Office Environment.

The salary for this position generally ranges between $52,000 - $60,000 annually.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• 10 paid holidays per year.
• Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs