Senior Customer Advocate - Brokerage
The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. 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.

Key Responsibilities and DutiesDelivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.\nEnsures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.\nProvides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.\nEducates clients on retirement and financial planning solutions offered by the organization and its affiliates.\nInterprets complex plan rules and explains them to customers in an understandable manner.Educational RequirementsUniversity (Degree) PreferredWork Experience2+ Years Required; 3+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63Licenses and CertificationsLife and Health Insurance License (National) - Multiple Issuers required Physical RequirementsPhysical Requirements: Sedentary Work
Career Level
6IC

Required Skills:

Experience in financial service industry.

Experience with brokerage accounts and transactions.

Related Skills

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

2024-10-10

Base Pay Range: $23.84/hr. - $41.73/hr.

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). 

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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. 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. 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: (800) 842-2755

Email: accessibility.support@tiaa.org

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