Financial Casework Consultant - Retirement Services

Nuveen; Charlotte (NC); On-site; USD 34,000 - 48,000; Full time

Job summary

Nuveen is seeking a Casework Consultant to respond to inquiries via e-mail and phone, educate clients on pre-tax and after-tax retirement products, and handle casework with timely resolution.

The role requires 2+ years in financial services, comfort with TIAA products, and strong communication and data-driven decision making. Ideal for candidates who value accuracy, relationship management, and collaborative problem solving.

Qualifications

• 2+ years of financial services experience.
• Experience with TIAA products and services.
• Adaptability, communication, data-based decision making.
• Detail-oriented with strong financial risk awareness and accuracy.
• Strong relationship management and transaction processing skills.

Responsibilities

• Respond to inquiries via e-mail and phone, and educate clients.
• Handle issue resolution casework and maintain accurate records.
• Collaborate with NCC and other units to promote self-service tools.
• Provide education and guidance to participants, prospects and beneficiaries.

Skills

Financial services

Data analysis

Communication

Relationship mgmt

Adaptability

Education

University degree preferred

Tools

Technology Systems

Job description

Nuveen is seeking a Casework Consultant to respond to inquiries via e-mail and phone, educate clients on pre-tax and after-tax retirement products, and handle casework with timely resolution.

The role requires 2+ years in financial services, comfort with TIAA products, and strong communication and data-driven decision making. Ideal for candidates who value accuracy, relationship management, and collaborative problem solving.