Registered Service Representative

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $48k - $53k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Handle inbound and outbound calls, including requests for forms, general inquiries, outstanding new account paperwork, status requests, and telephone transactions • Research and resolve moderate to complex client issues • Provide excellent customer service to internal and external clients • Monitor client accounts for required actions and handle situations as needed • Clearly and thoroughly document all client interactions • Identify and assess customer needs to achieve satisfaction • Follow communication and processing procedures, guidelines, and policies • Provide timely, professional, and compliant solutions • Take responsibility for delivering value to customers • Work with others to achieve individual and team goals • Utilize multiple systems to service client requests and identify the appropriate system • Meet individual and team service-level expectations • Escalate complex issues to higher-level staff

🎯 Requirements

• Two years of customer service experience • Excellent customer service skills for extensive client contact • 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, including MS Word, Outlook, and Excel • FINRA Series 6, 63, 65, or 66 preferred for positions supporting the retirement business • Experience working in financial/brokerage sales and service preferred • Customer service experience in the financial/brokerage industry preferred • Understanding of the sales process preferred • Experience with IRA products preferred

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • 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