Transamerica · 2 months ago
Registered Service Representative (Remote)
United States
Full-time
Remote
Entry Level
$48K/yr - $53K/yr
2+ years expTransamerica is a financial services company that values hard work, innovative thinking, and personal accountability. The Registered Service Representative provides outstanding service to clients by answering questions about retirement products and assisting with transactions in a professional phone-based environment.
Financial ServicesImpact InvestingInsurance
Responsibilities
Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues
Provide excellent customer service to both internal and external clients
Provide accurate, valid, and complete information by using the right methods/tools
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
Provide solutions to our clients in a timely, professional, and compliant manner
Take responsibility for delivering value to our customers
Promote a positive work environment to promote positive customer interactions
Work with others to achieve both individual and team goals
Utilize multiple systems to service client requests and quickly identify which system is needed
Meet individual and team service level expectations
Escalate more complex issues to higher level staff
Qualification
Required
Two years of customer service experience
Excellent customer service skills for extensive contact with clients
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 (MS Word, Outlook, Excel)
Preferred
FINRA Series 6, 63, 65 or 66 (for positions supporting the retirement business)
Experience working in financial/brokerage sales and service
Customer service experience in the financial/brokerage industry
Understanding of the sales process
Experience with IRA products
Benefits
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 (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
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase