Sr Client Support Specialist

Transamerica•Cedar Rapids, IA

3d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Customer service or brokerage/financial services industry experience

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.