Registered Service Representative

Transamerica Corporation; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

Transamerica Corporation in a remote setting is seeking a full-time Registered Service Representative to handle client calls, assist with retirement product inquiries, and facilitate transactions while ensuring customer satisfaction. You will research and resolve client issues, monitor accounts, and provide timely solutions, following established procedures and using multiple systems to service requests.

This role emphasizes accuracy, compliance, and a strong customer-service mindset in a

Qualifications

• Two years of customer service experience, preferably in a financial or brokerage environment.
• Broad knowledge of brokerage accounts and investments.
• Proficiency in using multiple systems to service client requests.
• PC proficiency, including MS Word, Outlook, and Excel.

Responsibilities

• Handle client calls for requests, inquiries, and transaction support while adhering to service level expectations.
• Research and resolve client issues using available resources and document all interactions thoroughly.
• Monitor client accounts and provide timely, professional solutions to enhance customer satisfaction.

Skills

Customer service experience

Brokerage knowledge

Multi-system proficiency

Office productivity software

Ability to follow procedures

Job description

Providing exceptional service in a remote environment, the full-time Registered Service Representative will manage inbound and outbound client calls, assist with retirement product inquiries, and facilitate transactions while ensuring customer satisfaction.

Key responsibilities

• Handle client calls for requests, inquiries, and transaction support while adhering to service level expectations
• Research and resolve client issues using available resources and document all interactions thoroughly
• Monitor client accounts and provide timely, professional solutions to enhance customer satisfaction

Required qualifications

• Two years of customer service experience, preferably in a financial or brokerage environment
• Broad knowledge of brokerage accounts and investments
• Proficiency in using multiple systems to service client requests
• Ability to follow standard procedures and written instructions effectively
• PC proficiency, including MS Word, Outlook, and Excel