MMS Rollover Specialist

Nuveen; Northern (KY); Hybrid; USD 36,000 - 50,000; Full time

Job summary

Nuveen is seeking a Customer Service Specialist II to handle inquiries, comments, and complaints regarding our financial products and services. Working under supervision, you will be the first line of support to resolve routine issues and provide a positive customer experience.

Responsibilities include handling inbound calls, responding to general information requests, documenting feedback, and directing complex cases to senior staff as needed.

Qualifications

• Series 6/7 licenses required; Series 63 also referenced.
• Life and Health Insurance license (resident state) preferred.
• Bachelor’s degree preferred; education requirement: University degree.

Responsibilities

• Answers inbound customer service calls, completes requests, and resolves issues.
• Responds to high volume of lower-complexity inquiries with scripts and guidance.
• Documents customer feedback and escalates when necessary to senior staff.
• Refers customers to published materials or senior staff when needed.

Skills

Series 6/7 License

Series 63

Life & Health Insurance License

Strong Communication

Education

Bachelor's degree

Job description

The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist II is responsible for providing a positive customer experience and enhancing relationships between customers and the company.

Key Responsibilities and Duties

• Answers inbound customer service calls, completes customer requests, and/or resolves customer issues.
• Responds to a high volume of lower complexity requests (e.g., general product and pricing information, billing issues, requests to move money between accounts, etc.).
• Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools.
• Refers customers to published materials, secondary sources, or more senior staff when necessary.
• Documents customer feedback and complaints.

Educational Requirements

• University (Degree)

Preferred Work Experience

• 3 Years Required; 5 Years Preferred

FINRA Registrations

• Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State)

Physical Requirements

• Sedentary Work

Career Level

• 6IC Required

Skills

• Must have Series 6 or 7; Series 63 and Life and Health Insurance (Resident State)
• Preferred Skills: Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously Proven organizational and analytical skills with high attention to detail Excellent verbal and written communication skills Bachelor’s degree preferred Related Skills Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen.

Anticipated Posting End Date: 2026-08-31

• Base Pay Range: $26.01/hr - $35.62/hr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box