Sr Client Support Specialist

Transamerica•Cedar Rapids, IA

1d•$52,000 - $60,000

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
Working Conditions Office Environment

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.

Benefits

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