Financial Services Casework Specialist — Client Education
Listed on 2026-10-20
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Finance & Banking
Banking & Finance, Financial Services, Financial Sales, Bank Customer Service
TIAA and Nuveen are seeking a Casework Consultant to respond to client inquiries by email and phone, and to educate participants on pre-tax and after-tax retirement products. You will resolve casework, document issues, and collaborate with internal teams to drive self-service solutions.
The role emphasizes accuracy, timely resolution, and strong communication, with opportunities to apply data-driven decision making and risk management in a financial services context.
As a Financial Services Casework Specialist — Client Education, you will play an important part at Nuveen in Dallas, TX, United States.
Our team is growing, and we are hiring a Financial Services Casework Specialist — Client Education in Dallas, TX, United States.
This opportunity is for the Financial Services Casework Specialist — Client Education role at Nuveen.
We are seeking a motivated Financial Services Casework Specialist — Client Education to join Nuveen in Dallas, TX, United States.
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