Senior Customer Advocate - Brokerage

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.

• 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.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Life and Health Insurance License (National) - Multiple Issuers required

• Physical Requirements:
  
  Sedentary Work

• Experience in financial service industry.
• Experience with brokerage accounts and transactions.

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

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).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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…