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Registered Advisor Assistant

Company: Transamerica
Location: Cedar Rapids
Posted on: September 13, 2019

Job Description:

Job Description Summary

The Fulfillment Specialist II provides outstanding service support for external and an assigned group of internal clients (Retirement Plan Advisors or Life Insurance Agents) by answering an inbound line, making outbound follow-up calls, managing email correspondence, preparing and distributing paperwork, onboarding client accounts, responding to account maintenance and other account service requests. Maintains an exceptional level of service by responding in an accurate, timely, professional, and knowledgeable manner to all inquiries.

Job DescriptionResponsibilities


  • Follow-up with clients on outstanding new account paperwork within a stated 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

    Qualifications

    • Bachelors degree in a business field or equivalent work experience
    • Life license or ability to acquire within 90 days of hire (for positions supporting the life business)
    • FINRA Series 6 or 7 (for positions supporting the retirement business)
    • One year of customer service experience
    • Excellent customer service skills
    • Excellent communication skills; both verbal and written
    • Strong attention to detail
    • Excellent time management skills and ability to multi-task and prioritize work
    • Ability to adapt quickly to change
    • PC proficiency (MS Word, Outlook, Excel)

      Preferred Qualifications

      • FINRA Series 63, 65 or 66 (for positions supporting the retirement business)
      • Experience working in life insurance (for positions supporting the life business) or financial/brokerage (for positions supporting the retirement business) sales, service, or new business processing
      • One year of customer service experience in the insurance industry (for positions supporting the life business), or the financial/brokerage industry (for positions supporting the retirement business)

        Working Conditions

        • Office environment

          This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Keywords: Transamerica, Cedar Rapids , Registered Advisor Assistant, Other , Cedar Rapids, Iowa

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