MMS Credit Attribution Specialist

TIAA•Charlotte, NC

1d•$21 - $28•Onsite

About The Position

The Credit Attribution Specialist is responsible for accurately identifying, analyzing, and assigning production credit across financial advisor and wealth management teams in accordance with established firm policies and compliance guidelines. This role requires a high degree of organization, independent judgment, and the ability to navigate ambiguous situations with confidence and minimal oversight. The Credit Attribution Specialist serves as a critical point of contact between financial advisors, leadership, and internal partners to resolve attribution discrepancies and support a seamless advisor experience.

Requirements

High School Preferred
No Experience Required
SRC Indicator: NRF
Sedentary Work
Strong customer service experience with the ability to communicate professionally and build relationships across internal teams and stakeholders.
Demonstrated analytical and problem-solving skills, with the ability to research discrepancies, investigate issues, and resolve complex account or transaction exceptions.
Experience managing multiple priorities in a fast-paced, high-volume environment while maintaining accuracy and attention to detail

Nice To Haves

Adaptability
Automation
Communication
Continuous Improvement Mindset
Critical Thinking
Customer Engagement
Digital Savviness
Problem Solving
TIAA Products/Services Acumen

Responsibilities

Reviews and processes credit attribution requests submitted by financial advisors, wealth management teams, and business partners, ensuring accuracy and strict adherence to firm guidelines.
Research and resolve credit discrepancies by analyzing account data, transaction history, and advisor relationship records within applicable systems of record.
Partners with Wealth Support, Compliance, and Compensation teams to validate attribution decisions and escalate complex or high-impact cases as appropriate.
Applies knowledge of firm policies and advisor compensation structures to make sound, independent attribution determinations in a timely and consistent manner.
Communicates attribution outcomes and resolution status to advisors and internal stakeholders with clarity, professionalism, and a strong service-oriented approach.
Identifies recurring attribution issues and patterns, proactively escalating systemic concerns to leadership to support continuous process improvement efforts.
Manages a dynamic and evolving workload with competing priorities, demonstrating strong self-direction and adaptability in an environment where standard procedures may not always exist.
Maintains detailed and accurate documentation of attribution cases, decisions, and correspondence in accordance with firm recordkeeping standards.
Supports quality review processes by providing thorough case documentation and responding promptly to requests from leadership or oversight teams.