Aegon Asset Management

Operations Relationship Specialist

Aegon Asset Management

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • Maryland • United States

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Salary

💰 $24 - $27 per hour

About the role

  • 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.

Requirements

  • 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.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mutual fund managementrelationship managementroot cause analysisservice recoveryauditingcash controlfund pricingdistributionstrading activity monitoringyear-end tax reporting
Soft Skills
communication skillsanalytical skillsproblem-solving skillsteamworkindependenceinfluencing skillsattention to detail
Certifications
Bachelor's degree