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Institutional Consultant I at TIAA - ApplyBlast

Institutional Consultant I

TIAA

4 days ago

3.6 on Glassdoor

Charlotte, North Carolina, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Institutional Consultant I supports primary Inbound/Outbound Call Center operations for Institutional Plan Sponsors and Consultants, assisting with routine administrative and service inquiries related to plan design, investment education, and plan compliance. This role documents and responds to inquiries while developing foundational knowledge to provide basic informational guidance on lifetime income solutions. The position involves following established procedures to support plan sponsors, consultants, and other stakeholders under significant manager oversight.

Responsibilities

Support plan sponsor and consultant interactions regarding retirement plan design and compliance
Assist with routine administrative inquiries and plan functions under manager oversight
Educate plan sponsors on basic topics related to plan governance, audits, and reporting

Skills

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.