Junior Institutional Consultant – Retirement Plans

TIAA; Frisco (TX); On-site; USD 36,000 - 51,000; Full time

Job summary

The Institutional Consultant I at TIAA supports inbound and outbound call center operations for Institutional Plan Sponsors and Consultants, handling routine inquiries on plan design, investment education, and plan compliance under close supervision.

Developing knowledge of Planfocus, fiduciary responsibilities, and lifetime income solutions, you will document interactions, escalate complex issues, and assist senior staff in delivering accurate information to clients.

Qualifications

• Bachelor's degree preferred.
• No prior experience required.
• Strong communication skills and ability to learn regulatory basics.

Responsibilities

• Supports inbound/outbound call center operations for institutional sponsors and consultants.
• Documents and responds to routine inquiries on plan design, education, and compliance.
• Escalates non-routine matters to senior staff and assists with regulatory questions.

Skills

Accountability

Business Acumen

Client Relationships

Financial Markets

Problem Solving

Communication

Negotiation

Team Collaboration

Retirement Planning

Education

University degree preferred

Job description

The Institutional Consultant I at TIAA supports inbound and outbound call center operations for Institutional Plan Sponsors and Consultants, handling routine inquiries on plan design, investment education, and plan compliance under close supervision.

Developing knowledge of Planfocus, fiduciary responsibilities, and lifetime income solutions, you will document interactions, escalate complex issues, and assist senior staff in delivering accurate information to clients.