Registered Service Representative

Transamerica

Registered Service Representative supporting Transamerica retirement clients by handling calls, transactions, account inquiries, and issue resolution. Delivering compliant customer service through multiple systems in a remote call-center environment.

Posted 8/11/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $53,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service capabilities with a focus on client satisfaction, effective communication, and problem-solving in the financial and brokerage industry. Proficient in managing multiple responsibilities while adhering to compliance and procedural guidelines.

Highest-signal resume keywords

Customer Service ExperienceExcellent Verbal And Written Communication SkillsAttention To DetailPC Proficiency Including MS Word, Outlook, And ExcelFINRA Series 6, 63, 65, Or 66

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Customer Service ExperienceProblem-Solving SkillsKnowledge Of Brokerage AccountsUnderstanding Of The Sales ProcessExperience With IRA Products

Soft Skills

Excellent Customer Service SkillsTime Management SkillsAbility To Adapt Quickly To ChangeTeam-OrientedProactive

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Financial IndustryBrokerage IndustryClient InteractionService-Level ExpectationsCompliance

About the role

Key responsibilities & impact

Handle inbound and outbound calls, including requests for forms, general inquiries, outstanding new account paperwork, status requests, and telephone transactions
Research and resolve moderate to complex client issues
Provide excellent customer service to internal and external clients
Monitor client accounts for required actions and handle situations as needed
Clearly and thoroughly document all client interactions
Identify and assess customer needs to achieve satisfaction
Follow communication and processing procedures, guidelines, and policies
Provide timely, professional, and compliant solutions
Take responsibility for delivering value to customers
Work with others to achieve individual and team goals
Utilize multiple systems to service client requests and identify the appropriate system
Meet individual and team service-level expectations
Escalate complex issues to higher-level staff

Requirements

What you’ll need

Two years of customer service experience
Excellent customer service skills for extensive client contact
Excellent verbal and written communication skills
Strong attention to detail
Excellent time management skills to prioritize multiple responsibilities
Ability to adapt quickly to change
Broad knowledge of brokerage accounts and investments
Team-oriented, proactive, and customer-focused
Problem-solving skills to resolve routine questions and issues
Ability to follow standard procedures and written instructions
PC proficiency, including MS Word, Outlook, and Excel
FINRA Series 6, 63, 65, or 66 preferred for positions supporting the retirement business
Experience working in financial/brokerage sales and service preferred
Customer service experience in the financial/brokerage industry preferred
Understanding of the sales process preferred
Experience with IRA products preferred

Benefits

Comp & perks

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
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance 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