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Aegon is a Dutch multinational life insurance, pensions and asset management company.
(more about Aegon)Operations Relationship Specialist
Enhance relationships with key service providers, vendors, customers, financial advisors, and wholesaling staff. Provide proactive and regular communication on product related fund events. Provide timely support for portfolio managers, including working with institutional trading partners.
Monitor inbound customer calls, customer correspondence and perform quarterly statement review with a penchant for detail to assure customer service excellence, accuracy and is compliant with industry regulations.
Act as a resource to fully resolve escalated customer and financial advisor service issues; perform root cause analysis, communicating resolution and taking actions toward service recovery.
Handle oversight of service providers based on operational guidelines and procedures related to responsibilities such as the year-end shareholder tax reporting process, oversight of pricing and fund distributions, cash control, as well as internal and external audit support; Provide appropriate information to the Operations Management team regarding potential servicing issues.
Qualifications
Bachelor’s degree or equivalent business experience.
Two years of relationship/vendor management experience.
Ability to work independently and as part of a team.
Excellent written, verbal and interpersonal communication skills.
Strong analytical and problem-solving skills.
Ability to establish and positively influence business relationships.
Proficient using MS Office products.
Preferred Qualifications
Broad understanding of the mutual fund landscape.
Familiarity with service provider products and recordkeeping platforms.
Working Conditions
Office/Hybrid office environment
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **
Compensation:
The salary for this position generally ranges between $43,575-$57,750 . This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 7.5%.
What You Receive:
A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program
Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.
Company information
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: applicantsupport@transamerica.com.
Technical Assistance:
If you experience technical problems during the application process, please email applicantsupport@transamerica.com.