Be an early applicantLess than 25 applicants

Company

Transamerica · 6 hours ago

Financial Customer Care Rep - Retirement (Remote)

United States

Full-time

Remote

Entry Level

$16/hr - $20/hr

1+ years exp

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Responsibilities

Use exceptional customer service and interpersonal skills to answer calls regarding retirement products such as 401k, IRA's and 403(b) investments.

Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.

Locate/research information using multiple systems/technologies.

Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.

Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.

Learn and maintain a basic understanding of products, procedures, and systems

Achieve department metrics and expectations

Participate in a team based environment to achieve department goals

Qualification

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Retirement ProductsMS Office ProficiencyCall Center ExperienceFinancial Services ExperienceSalesforce ExperienceProduct Promotion ExperienceMulti-system Navigation

Required

Associate’s degree in a business field or equivalent experience

One year of call center or customer service experience, or financial services industry experience

Ability to communicate with customers in a professional manner, orally and in writing

Ability to work independently and as part of a team

Proficiency using MS Office tools

Preferred

Understanding of retirement products such as 401k, IRA, and 403(b)

Ability to navigate multiple screens and systems at one time

Previous work from home experience

Previous financial industry experience

Salesforce experience

Product promotion experience

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

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