Job Description SummaryPerform 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.
Job Description
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 or equivalent customer service experience
- 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
Hearth and Homestead: Handmade Whipped Tallow Balm (Unscented/Herb-Infused) - Organic Body Butter with Infused Olive Oil, for Eczema, Rosacea, Baby - 1.3 oz
$29.99 (as of October 12, 2024 14:46 GMT -05:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)