Financial Services Casework Specialist

TIAA; Dallas (TX); On-site; USD 34,000 - 48,000; Full time

Job summary

TIAA is seeking an Individual Consultant, Counseling Services in Dallas to respond to inquiries by email and phone, educating participants on pre-tax and after-tax retirement products. The role involves handling casework, educating clients, and partnering with NCC and business units to promote self-service options.

The position emphasizes experience in financial services and familiarity with TIAA products, with a base pay range and incentive potential described in the posting.

Qualifications

• 2+ years of experience in financial services.
• Experience with TIAA products and services.
• Strong communication skills via email and phone.

Responsibilities

• Respond to customer inquiries via email and written correspondence, and handle inbound/outbound phone calls.
• Provide education and counseling on pre-tax and after-tax investment/retirement products and services.
• Resolve issues and document casework to help customers and partners.

Skills

Financial services experience

TIAA products/services knowledge

Education

University degree preferred

Job description

TIAA is seeking an Individual Consultant, Counseling Services in Dallas to respond to inquiries by email and phone, educating participants on pre-tax and after-tax retirement products. The role involves handling casework, educating clients, and partnering with NCC and business units to promote self-service options.

The position emphasizes experience in financial services and familiarity with TIAA products, with a base pay range and incentive potential described in the posting.