Remote Retirement Client Advisor

Transamerica Corporation; Northern (KY); Hybrid; USD 48,000 - 53,000; Full time

Benefits offered by this job

Competitive pay

Annual bonus

401k match

Tuition reimbursement

Job summary

Transamerica Corporation is seeking a Registered Service Representative to provide high-quality phone-based service within the Transamerica Advice Center's retirement advisory team. You will handle inquiries about retirement products and help clients complete transactions, while contributing to a strong customer satisfaction program and upholding our values of integrity and service.

The role requires 2+ years in customer service, solid communication skills, and familiarity with brokerage

Qualifications

• + 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 and proactive.
• + Problem solving skills to resolve routine questions and issues.
• + Ability to follow standard procedures and written instructions.
• + PC proficiency (MS Word, Outlook, Excel).
• + FINRA Series 6, 63, 65 or 66 (preferred).

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, 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.

Skills

Customer service

Communication

Attention to detail

Time management

Financial knowledge

FINRA knowledge

Team oriented

Problem solving

MS Office

Tools

MS Word

Outlook

Excel

Job description

Transamerica Corporation is seeking a Registered Service Representative to provide high-quality phone-based service within the Transamerica Advice Center's retirement advisory team. You will handle inquiries about retirement products and help clients complete transactions, while contributing to a strong customer satisfaction program and upholding our values of integrity and service.

The role requires 2+ years in customer service, solid communication skills, and familiarity with brokerage