StPetersburgRecruiter Since 2001
the smart solution for St. Petersburg jobs

Registered Advisor Assistant

Company: Transamerica
Location: Saint Petersburg
Posted on: September 12, 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, St. Petersburg , Registered Advisor Assistant, Other , Saint Petersburg, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Retail Sales
Description: Overview The Retail Sales employee performs guest service by providing information to the guest about the store and retail products, assisting guests with merchandise, handling and care of the merchandise, (more...)
Company: Cracker Barrel Old Country Store, Inc.
Location: Bradenton
Posted on: 09/24/2019

Front Desk - Guest Experience Seasonal Full Time - The Ritz-Carlton - (19130865)
Description: Front Desk - Guest Experience Seasonal Full Time At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays (more...)
Company: Marriott International, Inc.
Location: Bonita Springs
Posted on: 09/24/2019

Bid On Local Painting Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Bradenton
Posted on: 09/24/2019


Hair Stylist --- Sign On Bonus!
Description: Salon 6423 Overview The Beautiful Group is the largest owner and operator of luxury salons and spas in the world. We are based in Beverly Hills, California and operate over 600 locations throughout North (more...)
Company: The Beautiful Group
Location: Pinellas Park
Posted on: 09/24/2019

Quality Inspector
Description: Radiant Power Corp is growing and we are looking for Quality Inspectors to help us keep up with our production needs. br br br br Schedule is Monday - Thursday, 6:00am-4:30pm. br br br (more...)
Company: HEICO
Location: Sarasota
Posted on: 09/24/2019

Surveillance/Fraud Investigator
Description: Seeking full-time licensed Private Investigators to conduct SURVEILLANCE as it relates to the investigation of suspect insurance claims. We are seeking individuals who possess
Company: Command Investigations
Location: Bonita Springs
Posted on: 09/24/2019

Substance Abuse Counselor, Master's Degree
Description: COUNSELOR-4 JOB DESCRIPTION br br New Season br br Job Summary: br br New Season operates a number of nationally recognized and accredited methadone treatment centers dedicated to helping (more...)
Company: New Season
Location: Pinellas Park
Posted on: 09/24/2019

NUCLEAR MED TECH AND CT MMH
Description: NUCLEAR MED TECH AND CT MMH - BRADENTON, FL - Corporate Skip to Main Content Home NUCLEAR MED TECH AND CT MMH UHS Back NUCLEAR MED TECH AND CT MMH Manatee Memorial Hospital BRADENTON, FL Radiology (more...)
Company: Aiken Regional Medical Centers (Universal Health S
Location: Bradenton
Posted on: 09/24/2019

Bid On Local Contractor Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Sarasota
Posted on: 09/24/2019

Get New Remodeling Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Sarasota
Posted on: 09/24/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

St. Petersburg RSS job feeds