Senior Customer Advocate - Brokerage

Senior Customer Advocate – Brokerage

• Delivers quick resolutions to client questions, concerns, and needs related to brokerage accounts and transactions.
• Ensures execution of both routine and complex brokerage account activity and maintenance while delivering the 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

Sedentary Work

6IC

• Experience in the financial services industry.
• Experience with brokerage accounts and transactions.

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

Anticipated Posting End Date:

Base Pay Range: $26.63/hr – $32.55/hr actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. Compensation may also include incentive programs linked to performance, such as annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about it there.