Senior Customer Advocate - Brokerage

TIAA; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as a Senior Customer Advocate in Brokerage, where your expertise will help clients navigate their financial journeys. This role is pivotal in delivering exceptional customer service and ensuring clients receive timely resolutions to their inquiries. You will engage with clients to educate them on financial planning solutions, making a significant impact on their long-term financial success. If you thrive in a dynamic environment and are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• 2+ years of experience in financial services, particularly with brokerage accounts.
• Strong communication and customer service skills are essential.

Responsibilities

• Deliver quick resolutions to client inquiries regarding brokerage accounts.
• Educate clients on retirement and financial planning solutions.

Skills

Financial Service Experience

Brokerage Accounts Knowledge

Customer Engagement

Communication Skills

Adaptability

Education

University Degree

Job description

Senior Customer Advocate - Brokerage
The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success. This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.

Key Responsibilities and Duties

• Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
• Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
• Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
• Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
• Interprets complex plan rules and explains them to customers in an understandable manner.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (National) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Skills:

• Experience in financial service industry.

• Experience with brokerage accounts and transactions.

Related Skills Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

2025-05-02 Base Pay Range: $23.84/hr. - $41.73/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).

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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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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.

Read more about your rights and view government notices here.

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