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Client Retention & Advisory Outreach Specialist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-07-11
Job specializations:
  • Management
    HR Generalist / Talent 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 partner with the National Contact Center and advisory business partners. The role focuses on resolving client questions, educating clients on investment options and requirements, facilitating transfers, and positioning the organization’s solutions when appropriate.

The position starts as non-exempt (hourly with overtime) during training and may transition to exempt salaried, reflecting the organization’s compensation practices.

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