Client Retention & Investment Advisory Specialist
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-25
Listing for:
TIAA
Full Time
position Listed on 2026-07-25
Job specializations:
-
Business
Client Relationship Manager, Regulatory Compliance Specialist
Job Description & How to Apply Below
TIAA is seeking a Client Outreach Retention Consultant in Frisco, TX to work with the National Contact Center and advisory partners. You will resolve client questions, educate on investment options, facilitate transfers, and support retention efforts.
The role starts as non-exempt hourly with overtime, then becomes exempt salaried at the same rate. Base pay range is $71,800–$77,000 per year, with potential incentive programs. 2+ years in client retention and FINRA licenses are required.
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