MMS Rollover Specialist
Core
First-line support for advisory teams handling client questions, comments, and concerns regarding transfers and rollovers into TIAA.
Role type
Licensed customer service specialist (retirement rollovers)
Builds
Seamless rollover experience for clients and alternate carriers
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Series 6 or 7, Series 63, Life and Health Insurance License (Resident State), time management, written communication, customer service, record keeping
Preferred skills
Bachelor's degree, 5 years experience, multitasking in fast-paced environments, organizational skills, analytical skills
Technologies
TIAA Products/Services
Responsibilities
Provide outstanding customer service to ensure service levels are achieved; Establish rapport with customers and provide direction regarding inquiries; Maintain records of all customer interactions; Seek advice from senior Rollover Specialists regarding complex customer issues
