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.

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.
Broad understanding of the mutual fund landscape (Preferred).
Familiarity with service provider products and recordkeeping platforms (Preferred).

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

Operations Relationship Specialist

Key skills