Client Growth & Retention Specialist

TIAA; Dallas (TX); On-site; USD 59,000 - 83,000; Full time

Job summary

TIAA is seeking a Client Outreach Retention Consultant to engage clients considering transfers, educate on options, and collaborate with NCC and advisory partners. The role begins non-exempt with hourly pay and overtime eligibility.

After training, it may convert to exempt salaried status with a 40-hour work week. Key responsibilities include handling inbound transfers, advising on solutions, and coordinating with internal partners to ensure client retention and satisfaction.

Qualifications

• Bachelor’s degree or higher is preferred.
• 2+ years experience; 3+ preferred.

Responsibilities

• Responds to client questions and educates on investment options and requirements.
• Handles inbound transfer inquiries and retention outreach.
• Performs proactive outreach campaigns to retain clients.

Skills

Business Development

Client Relationship

Collaboration

Consultative Communication

Quantitative Analysis

Retirement Planning

Sales

Wealth Management

Education

University Degree Preferred

Job description

TIAA is seeking a Client Outreach Retention Consultant to engage clients considering transfers, educate on options, and collaborate with NCC and advisory partners. The role begins non-exempt with hourly pay and overtime eligibility.

After training, it may convert to exempt salaried status with a 40-hour work week. Key responsibilities include handling inbound transfers, advising on solutions, and coordinating with internal partners to ensure client retention and satisfaction.