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Senior Customer Advocate – Brokerage
| Company | TIAA |
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| Location | Dallas, TX, USA |
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| Salary | $23.84 – $41.73 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Experience in financial service industry.
- Experience with brokerage accounts and transactions.
- Life and Health Insurance License (National) – Multiple Issuers required.
- SRC Indicator: Series 7; Series 63
- University (Degree) Preferred
Responsibilities
- Delivers quick resolutions to client’s questions, concerns and needs related to brokerage accounts and transactions.
- Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
- Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
- Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
- Interprets complex plan rules and explains them to customers in an understandable manner.
Preferred Qualifications
- 2+ Years Required; 3+ Years Preferred
