This job has expired, please see additional jobs below
Client Support Specialist
TIAA-CREF
Albany, NY, United States
Job Details - this job has expired, please see similar jobs below
COMPANY OVERVIEW:
As long as there are people who make the world a better place, we’ll keep making a difference for them. Since 1918, it has been TIAA’s mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you’re not just in it for yourself. You are part of something bigger. A collective mission to make a difference – a collective mission we make our own.
To be difference makers.
For more information about TIAA, visit our website.
POSITION SUMMARY:
As Client Support Specialist (CSS), you will be responsible for ensuring overall client satisfaction by managing the daily administrative and operational needs of the Field Consultants (FC) and plan participants. In addition to overall FC and client support, The CSS will partner with FCs, Field Consultant Directors (FCD), business partners and other key decisions makers to provide best in class service to facilitate the achievement of team, as well as national performance metrics and special projects.Because of business needs and factors, the successful candidate will be expected to remain in this role for 18 months before becoming eligible to be considered for any other role within the TIAA organization.
KEY RESPONSIBILITIES AND DUTIES:
• Support is provided by assisting with completion of transfer/rollover requests, new employee enrollments, handling of service related and/or more complex requests from participants. Support provided includes managing the Letter of Authorization process with alternate carriers
• Effectively interfaces directly with clients and competitors to offer the consultant’s assistance with participant related issues, as directed
• The support provided is meant to facilitate three strategic Institutional Business goals:
◦ to improve participant outcomes and prepare participants for retirement;
◦ to acquire new participants and grow individual participant assets; and
◦ to grow and retain the Institutional business as the face of TIAA to participants
• Maintain appropriate databases and run reports to help with the tracking of consultant activity and to assist with the implementation and monitoring of compliance control initiatives
• Maintain appropriate alternate carrier databases and partnering with appropriate resources to ensure all transaction based tools are current
• Support special mailings/marketing campaigns and the tracking of results associated with these projects. (e.g. benefit fair attendance, financial education seminars)
• Handle in office visits when appropriate and needed
• Follow up on opportunities and activities listed in Siebel and report back to FCs and FCD
• Gather pre-counseling data (ex. Suitability and advice) when appropriate
• Some travel may be required – generally no more than 25%
QUALIFICATIONS:
Basic Qualifications (Required):
• Bachelor’s Degree
• 3 or more years of customer service or financial sales support experience
• 2 or more years’ experience in a financial services company
• FINRA Series 6 or 7 & Series 63 must be obtained within 120 days of date of hire
• Must comply with all regulatory requirements and remain in good standing with regulatory agencies
• Ability to meet the licensing requirements, including all Continuing Education and Firm Element for this position
Preferred Qualifications (Desired):
• Experience with Siebel is preferred
• Ability to manage multiple tasks across entire team of consultants
• Ability to work well independently and within a team environment.
• Excellent interpersonal, written and verbal communication skills