Tiaa
Senior Customer Advocate - Brokerage
Dallas, TX, USA · Senior
Sponsorship not specifiedDetected 14 days ago
AccessibilityCommunicationCollaborationAdaptability
About the role
- This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success.
- This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.
- For more than 100 years, TIAA has delivered it for millions of people.
Responsibilities
- Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
- Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
- accessibility.support@tiaa.org
- TIAA maintains a drug-free and smoke/free workplace.
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
- We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.
- 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.
Requirements
- 2+ Years Required; 3+ Years Preferred
Nice to have
- University (Degree) Preferred
- 2+ Years Required
- 3+ Years Preferred
Skills
- Experience in financial service industry.
- Experience with brokerage accounts and transactions.
- Related Skills
- Anticipated Posting End Date:
Compensation
- 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, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits
- That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- To learn more about your benefits, please review our Benefits Summary.
- Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
- Life and Health Insurance License (National)
Company info
- 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.
- Here, every associate can grow through meaningful learning experiences and development pathways-because 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.
- 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.
- Interprets complex plan rules and explains them to customers in an understandable manner.
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.
- 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: (800) 842-2755
This listing is sourced directly from Tiaa's careers page and normalized into a canonical job model.