Senior Customer Advocate - Brokerage
Senior Customer Advocate - Brokerage
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1 Vacancy
Job Description
The Senior Customer Advocate Brokerage works directly with the organizations brokerage clients to deliver phonebased worldclass customer service. This job contributes to the organizations initiatives by acting as an advocate for participants longterm financial success. This individuals expertise in the organizations products services and customer experience standards differentiates the organization from the competition positively impacting client relationships with the organization and its affiliates.
Key Responsibilities and Duties
- Delivers quick resolutions to clients questions concerns and needs related to brokerage accounts and transactions.
- Ensures of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
- Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
- Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
- Interprets complex plan rules and explains them to customers in an understandable manner.
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (National) Multiple Issuers required
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Skills:
Experience in financial service industry.
Experience with brokerage accounts and transactions.
Anticipated Posting End Date:
Base Pay Range: $23.84/hr. $41.73/hr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Senior IC
Employment Type
Full-Time
