Transamerica · 3 weeks ago
Sr Field Services & Operations Associate (Call Center Environment)
United States
Full-time
Remote
Senior Level
$59K/yr - $72K/yr
5+ years expTransamerica is a leading financial services company that values hard work and innovative thinking. They are seeking a Senior Field Services & Operations Associate to support business processing on the Fidelity National Financial Services platform and provide guidance to financial professionals.
Financial ServicesImpact InvestingInsurance
Responsibilities
Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc
As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc
Provide support and guidance for the eMoney and Docupace platforms
Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization
Partner with NFS Middle Office on account management services
Identify and develop operational impact metrics, including collecting, analyzing, and reporting
Keep up to date on rules and regulations governing firm procedures
Identify and develop operational service improvements
Qualification
Required
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
Excellent written and oral communication and interpersonal skills
Attention to detail and ability to prioritize multiple responsibilities
Proficiency using MS Office, including advanced Excel skills
Preferred
Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms
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
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase