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TIAA Wealth Management Service Support Consultant in Denver, Colorado

COMPANY OVERVIEW:

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

KEY RESPONSIBILITIES AND DUTIES:

Wealth Management Services Specialist III

The Wealth Management Services Specialist III acts as an extension of the TIAA Client Relationships advisory and consultant teams by providing support where additional assistance is needed due to a high volume of anticipated client needs. This role reactively contacts existing and prospective clients as part of the TIAA Client Relationships (TCR) strategy and responds to client service needs via phone and email.

Key Responsibilities and Duties

  • Acts as an extension of the TCR Distribution teams by assisting with both service and support needs across all products and services

  • Works on key service needs such as general and complex account research (e.g., contracts begin/end date, transfers/payments for which the client is questioning accuracy, record keeping questions, plan rules conflict), payment research and annuity income follow up and maintenance.

  • Provides client service and sales support, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms and reviewing forms for accuracy.

  • Identifies sales and asset retention opportunities and refers clients to advisory team.

  • Manages both Inbound and Outbound phone responsibilities to address client issues and manage the expectations with both external clients key business partners.

  • Performs registered activities related to identifying client needs and identifies potential issues with current financial plans (estate planning, beneficiaries, etc.); probes for client concerns and gathers additional information regarding client current financial situation and potential future needs.

  • Periodically conducts proactive outreaches and/or marketing campaigns with clients in transition to educate on additional products and services and promote retention.

  • Follows up on reactive service needs for unassigned clients previously aligned with departed advisors books.

Qualifications

  • 3 Years Required; 5 Years Preferred

  • Vocational and/or Technical Education, Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • Vocational and/or Technical Education

Career Level

4IC

Required:

  • 3+ Years of financial services experience

Preferred:

  • FINRA Series 7 and 63 license registration required within 90 days of hire

  • 5+ Years of financial services experience

  • Bachelor’s degree

  • Experience with TIAA products

  • Strong client relationship skills and ability to address client needs using problem solving skills

  • Ability to handle stressful situations (e.g., multi-task, prioritize) while maintaining performance and diplomacy

  • Strong communication skills with ability to clarify and simplify complex processes and concepts for clients and colleagues

  • Strong interpersonal skills and ability to build positive relationships with key stakeholders

  • Additional responsibilities include all necessary follow-up communication with processing areas and clients with regard to service and/or problem resolution, as well as communication of the TIAA Client Relationships value proposition.

Potential Salary: $35.89 USD

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).

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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

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: (800) 842-2755

Email: accessibility.support@tiaa.org

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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