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Senior Customer Advocate - Brokerage at TIAA - ApplyBlast

Senior Customer Advocate - Brokerage

TIAA

4 months ago

3.6 on Glassdoor

Dallas, TX, USA

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Customer Advocate at TIAA provides phone-based brokerage services to clients, resolving account questions and executing complex transactions. The role involves educating clients on financial planning solutions, interpreting plan rules, and supporting Wealth Management advisors. This position acts as a primary contact for trading services while advocating for participants' long-term financial success.

Responsibilities

Deliver quick resolutions to client questions regarding brokerage accounts
Execute routine and complex brokerage account activities and maintenance
Educate clients on retirement and financial planning solutions
Interpret complex plan rules for customers in an understandable manner
Provide support to Wealth Management advisors on trading services

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseLife and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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