Sr Complex Resolution Analyst

TIAA

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profile Job Location:

Frisco, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 14 hours ago
Vacancies: 1 Vacancy

Job Summary

Sr Complex Resolution Analyst Retirement
The Senior Complex Resolution Analyst is responsible for handling the research remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects bulk and individual corrective adjustments. Working under limited supervision this job manages the research analyzes the data summarizes the issue and reports/escalates the issue as necessary.

Key Responsibilities and Duties
  • Handles complex global plan and individual level adjustments and remediation projects.
  • Processes complex bulk adjustments (Plan Mergers Cross Contract Transfers and Fund Mergers).
  • Handles the research and reporting of system issues related to OMNI including analyzing the data and appropriately summarizing the issue(s).
  • Acts as a subject matter expert (SME) for Operations and IT implementations.
  • Processes Individual adjustments (Non-excess refunds incoming and outgoing cash adjustments loans brokerage).
  • Coaches and reviews the work of lower level professionals.
Additional Responsibilities
  • Performs complex calculations as needed
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3 Years Required; 5 Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
7IC

Required Skills:

  • 3 years of experience in financial services with OMNI (Record Keeping System)

Preferred Skills:

  • 5 years of experience in financial services with OMNI (Record Keeping System)

Related Skills

Adaptability Communication Continuous Improvement Mindset Customer Engagement Data Analysis Data-Based Decision Making Detail-Oriented Financial Risk Management Relationship Management Technology Systems TIAA Products/Services Acumen Transaction Processing

Anticipated Posting End Date:

Base Pay Range: $63300/yr - $86500/yr

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 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 non-annual sales incentive plans or other non-annual 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being 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 well-being. 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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can 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:

Email:

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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

Sr Complex Resolution Analyst RetirementThe Senior Complex Resolution Analyst is responsible for handling the research remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects bulk and individual corr...
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Key Skills

  • Bidding
  • Access Control System
  • B2C
  • Evaluation
  • Hospital management
  • Communication

About Company

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We joined forces with The Council of Graduate Schools to conduct research on the financial education of students. Visit www.studentfinancialsuccess.org to learn about the eye-opening facts that we uncovered and strategies that leading universities used to develop impactful programs to ... View more

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