MMS Rollover Specialist
TIAA•Frisco, TX
•$26 - $36•Onsite
About The Position
The MMS Rollover Specialist is responsible for handling questions, comments, and concerns related to transfers and rollovers into TIAA. Working under close supervision, this job reports to upper management and is the first line of support for our advisory teams. The rollover specialist will work closely with clients and alternate carriers to create a seamless rollover experience. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between clients and the company.
Requirements
- Must have Series 6 or 7; Series 63
- Bachelor’s degree 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
Nice To Haves
- Series 63
Responsibilities
- Handling questions, comments, and concerns related to transfers and rollovers into TIAA.
- Working closely with clients and alternate carriers to create a seamless rollover experience.
- Providing a positive customer experience and enhancing relationships between clients and the company.
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
