Sr Client Support Specialist

Job Title

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.

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.

Qualifications

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.

Preferred Qualifications

Customer service or brokerage/financial services industry experience.

Working Conditions

Office environment.

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

The salary for this position generally ranges between $47-57K. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

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. College Coach 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.

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023