Registered Service Representative (Remote)

Transamerica

33d•$48,000 - $53,000•Remote

About The Position

In a professional phone-based environment, the Registered Service Representative provides outstanding service to clients of the Transamerica Advice Center's retirement advisory team, including answering questions pertaining to retirement products and assisting clients with completing transactions as needed. Participates in the company’s customer satisfaction program, built upon strong cultural values and ethics that encourage a service environment for integrity and organizational promotion.

Requirements

Two years of customer service experience
Excellent customer service skills for extensive contact with clients
Excellent verbal and written communication skills
Strong attention to detail
Excellent time management skills to prioritize multiple responsibilities
Ability to adapt quickly to change
Broad knowledge of brokerage accounts and investments
Team oriented
Proactive and customer focused
Problem solving skills to resolve routine questions and issues
Ability to follow standard procedures and written instructions
PC proficiency (MS Word, Outlook, Excel)

Nice To Haves

FINRA Series 6, 63, 65 or 66 (for positions supporting the retirement business)
Experience working in financial/brokerage sales and service
Customer service experience in the financial/brokerage industry
Understanding of the sales process
Experience with IRA products

Responsibilities

Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues.
Provide excellent customer service to both internal and external clients.
Provide accurate, valid, and complete information by using the right methods/tools.
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
Provide solutions to our clients in a timely, professional, and compliant manner
Take responsibility for delivering value to our customers
Promote a positive work environment to promote positive customer interactions
Work with others to achieve both individual and team goals.
Utilize multiple systems to service client requests and quickly identify which system is needed.
Meet individual and team service level expectations.
Escalate more complex issues to higher level staff.

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