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Client Outreach Retention Specialist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Nuveen
Full Time position
Listed on 2026-07-31
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 71800 - 77000 USD Yearly USD 71800.00 77000.00 YEAR
Job Description & How to Apply Below

TIAA is seeking a Client Outreach Retention Consultant to work with clients considering transferring funds, partnering with NCC and advisory partners. The role involves resolving client questions, educating on investment options, facilitating transfers, and representing TIAA's solutions.

Training will be provided during the initial period; the position is non-exempt during training and becomes exempt salaried thereafter.

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