Transamerica
Sr Field Services & Operations Associate (Call Center Environment)
Transamerica, Rutherford, New Jersey, us, 07070
Employer Industry: Financial Services
Why consider this job opportunity:
Salary up to $72,000 annually
Opportunity for an annual bonus of 7.5% based on company and individual performance
Comprehensive benefits package including medical, dental, and vision insurance
Paid Time Off starting at 160 hours annually, plus ten paid holidays per year
Career training and development opportunities available
Supportive and inclusive work environment with a commitment to diversity
What to Expect (Job Responsibilities):
Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
Provide guidance and training to financial professionals on platforms, processes, and compliance
Respond to requests for trading, account maintenance, and cashiering functions as part of the Call Center
Produce reports from Wealthscape and Avaya to oversee service and processing metrics
Identify and develop operational service improvements and impact metrics
What is Required (Qualifications):
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
Thorough knowledge of securities products and relevant regulations (FINRA, SEC, DOL)
Excellent written and oral communication skills with attention to detail
How to Stand Out (Preferred Qualifications):
Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
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Why consider this job opportunity:
Salary up to $72,000 annually
Opportunity for an annual bonus of 7.5% based on company and individual performance
Comprehensive benefits package including medical, dental, and vision insurance
Paid Time Off starting at 160 hours annually, plus ten paid holidays per year
Career training and development opportunities available
Supportive and inclusive work environment with a commitment to diversity
What to Expect (Job Responsibilities):
Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
Provide guidance and training to financial professionals on platforms, processes, and compliance
Respond to requests for trading, account maintenance, and cashiering functions as part of the Call Center
Produce reports from Wealthscape and Avaya to oversee service and processing metrics
Identify and develop operational service improvements and impact metrics
What is Required (Qualifications):
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
Thorough knowledge of securities products and relevant regulations (FINRA, SEC, DOL)
Excellent written and oral communication skills with attention to detail
How to Stand Out (Preferred Qualifications):
Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-Ljbffr