Sr Client Support Specialist; Hybrid in Cedar Rapids or Denver

Transamerica Financial Advisor Support

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

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.

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  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• 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.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better…