Client Outreach/Retention Consultant
Core
Retain clients at risk of transferring funds by resolving questions, educating on investment options, and facilitating transfers.
Role type
Client retention consultant (financial services)
Builds
Client retention and engagement solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, Consultative communication, Retirement planning, Quantitative analysis, Sales, Due diligence
Preferred skills
Business development, Practice management strategy, Prioritization
Technologies
TIAA Products/Services
Responsibilities
Address client questions and assess financial needs; Receive inbound call transfers from the National Contact Center for at-risk clients; Perform proactive outreach calls to retention clients; Refer clients to appropriate advised solutions; Communicate process updates to internal business partners; Participate in outreach campaigns and pilot programs.
