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Managed Account Services Consultant at TIAA - ApplyBlast

Managed Account Services Consultant

TIAA

3 months ago

3.6 on Glassdoor

Dallas, TX, USA

Onsite

Full Time

Senior

0 applicants

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About this role

A Managed Account Services Consultant at TIAA provides high-level program and product support to maintain and enhance the advisor and client experience. The role involves managing account maintenance, analyzing data, resolving complex client escalations, and collaborating with technology teams on platform enhancements and user acceptance testing. Working independently with minimal supervision, the consultant serves as a subject matter expert on Managed Account products while driving continuous improvement in service delivery.

Responsibilities

Manage account maintenance needs and resolve complex client escalations
Produce and analyze data to support platform enhancements
Participate in user acceptance testing to validate system functionality
Partner with technology teams to identify system issues and improvements
Streamline workflows and contribute to a culture of continuous improvement

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.