Remote Retirement Services Specialist

Transamerica; United States; Remote; USD 48,000 - 53,000; Full time

Benefits offered by this job

Remote work environment

Job summary

Transamerica is hiring a Registered Service Representative for a remote call center role in the United States. You will provide high-quality service to clients of the retirement advisory team, handling inquiries and guiding them through transactions with accuracy and care.

The position requires solid customer service experience, excellent communication, and knowledge of brokerage accounts and investments. A collaborative, compliant environment is emphasized.

Qualifications

• Two years of customer service experience.
• Excellent verbal and written communication skills.
• Broad knowledge of brokerage accounts and investments.
• Proactive and customer focused.

Responsibilities

• Handle inbound/outbound calls for forms, inquiries, and transactions.
• Provide accurate information using the correct systems/tools.
• Document all client interactions clearly and thoroughly.
• Identify client needs and resolve routine questions promptly.
• Escalate complex issues to higher level staff when needed.

Skills

Customer service

Communication skills

Attention to detail

Time management

Adaptability

Brokerage accounts knowledge

Team oriented

Problem solving

PC proficiency

Tools

MS Word

Outlook

Excel

Job description

Transamerica is hiring a Registered Service Representative for a remote call center role in the United States. You will provide high-quality service to clients of the retirement advisory team, handling inquiries and guiding them through transactions with accuracy and care.

The position requires solid customer service experience, excellent communication, and knowledge of brokerage accounts and investments. A collaborative, compliant environment is emphasized.