Casework Consultant

TIAA • Frisco, TX

1d • $25 - $35 • Onsite

About The Position

The Casework Consultant responds to customer inquiries and requests through email, written correspondence, and inbound and outbound phone calls. The consultant interacts with and provides education and counseling to participants, prospects, new entrants, beneficiaries, and representatives regarding pre-tax and after-tax investment and retirement products and services. Counseling Services Consultants answer inquiries, resolve casework issues, and respond to competitive tactics through written and telephone communications.

The role requires managing and completing casework in a timely manner, researching and documenting recurring problems and questions, and communicating with clients using appropriate writing style and standard templates where applicable. The consultant also works with the NCC and other business units to help business partners use self-service options where appropriate. This is a sedentary-work position. A university degree is preferred, and the role requires at least two years of financial services experience and experience with TIAA products and services.

Requirements

• At least 2 years of experience in financial services.
• Experience with TIAA products and services.
• Strong written and telephone communication skills, including use of appropriate client-facing documentation.
• Ability to manage and complete casework in a timely manner.
• Sedentary work capability.

Nice To Haves

• University degree preferred.
• 3 or more years of work experience preferred.

Responsibilities

• Manage and complete casework in a timely manner, researching and documenting recurring problems and questions.
• Use an appropriate writing style and written documentation, either composed from scratch or based on standard templates, to communicate with clients.
• Work with the NCC and other business units to help business partners utilize self-service where appropriate.
• Respond to customer inquiries and requests through email, written correspondence, and inbound and outbound phone calls.
• Provide education and counseling about pre-tax and after-tax investment and retirement products and services.
• Resolve casework issues and address competitive tactics through written and telephone communication.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Comprehensive Total Rewards package supporting physical, emotional, and financial well-being.
• Depending on the role, participation in an incentive program linked to performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level