Transamerica · 5 hours ago
Operations Relationship Specialist - Transamerica AM
Denver, Colorado
Full-time
Hybrid
Entry, Mid Level
$24/hr - $27/hr
2+ years expTransamerica is part of an international holding company, Aegon, focusing on insurance, retirement, and investment solutions. As an Operations Relationship Specialist, you will enhance the service experience for mutual fund customers and financial advisors while overseeing service providers to ensure service level agreements are met and driving procedural improvements.
Financial ServicesImpact InvestingInsurance
Responsibilities
Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff
Provide timely support for portfolio managers, including working with institutional trading partners, monitoring as-of trading activity as well as any resulting fund impact
Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking action toward service recovery
Perform oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year-end shareholder tax reporting process, direct business trade functions, fund pricing and distributions, and cash control
Provide appropriate information to the Operations Management team regarding potential servicing issues
Support internal and external audits; complete research requests from Transamerica's Legal and Compliance teams with an increased attention to detail and strong degree of precision
Qualification
Required
Bachelor's degree or equivalent business experience
Two years of mutual fund or relationship/vendor management experience
Ability to work independently and as part of a team
Excellent written, oral and interpersonal communication skills
Strong analytical and problem-solving skills
Ability to establish and positively influence business relationships
Proficient using MS Office products
Preferred
Broad understanding of the mutual fund landscape
Familiarity with service provider products and recordkeeping platforms
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 (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
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
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