TransAmerica Technology Services
Sr Field Services & Operations Associate
Work From Home, USA · Senior
Sponsorship not specified$61k-$75kDetected 15 days ago
ComplianceAccount ManagementExcelAuditingResearchCommunicationMentoringMicrosoft OfficeInternal Audit
About the role
- We understand the potential of leveraging the talents of a diverse workforce.
- We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
- Provide support and guidance for the Wealthscape platforms.
- Partner with NFS Middle Office on account management services.
- Identify and develop operational impact metrics, including collecting, analyzing, and reporting.
- Identify and develop operational service improvements.
Requirements
- Bachelor's degree in finance or business, or equivalent work experience
- Five years of securities/financial services experience in call center and operations roles
- Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform
- Demonstrated experience utilizing Avaya or similar telephony management system
- Thorough knowledge of securities products, FINRA, SEC, and DOL regulations
- Ability to analyze complex issues and recommend solutions
- Attention to detail and ability to prioritize multiple responsibilities
- Proficiency using MS Office, including advanced Excel skills
- Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization.
- Excellent written and oral communication and interpersonal skills
- Preferred Qualifications
- Working Conditions
- Remote Environment
Nice to have
- Experience with Wealthscape and Envestnet platforms.
- Series 7 and 24 preferred
- Occasional Travel
Compensation
- The Salary for this position generally ranges between $61,000-$75,000 annually.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
Equal opportunity
- In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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This listing is sourced directly from TransAmerica Technology Services's careers page and normalized into a canonical job model.