Sr Client Support Specialist; Hybrid in Cedar Rapids or Denver

Position: Sr Client Support Specialist (Hybrid in Cedar Rapids or Denver)
Job Family

Transactions / Client Processing

About Us

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.

Who We Are

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.

What We Do

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.
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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.

Job Description

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

Compensation

The salary for this position generally ranges between $52,000 - $60,000 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 based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

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