MMS Rollover Specialist

TIAA•Charlotte, NC

8d•$26 - $36•Onsite

About The Position

The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist II is responsible for providing a positive customer experience and enhancing relationships between customers and the company.

Requirements

3 Years Required
Must have Series 6 or 7; Series 63 and Life and Health Insurance (Resident State)

Nice To Haves

University (Degree) Preferred
5 Years Preferred
Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment
Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously
Proven organizational and analytical skills with high attention to detail
Excellent verbal and written communication skills
Bachelor’s degree preferred

Responsibilities

Answers inbound customer service calls, completes customer requests, and/or resolves customer issues.
Responds to a high volume of lower complexity requests (e.g., general product and pricing information, billing issues, requests to move money between accounts, etc.).
Provides responses to customer inquiries based on pre-determined scripts and other response guidance tools.
Refers customers to published materials, secondary sources, or more senior staff when necessary.
Documents customer feedback and complaints.