Research Specialist

TIAA•Charlotte, NC

3d•$20 - $29•Onsite

About The Position

The Beneficiary Research Specialist is responsible for identifying and verifying beneficiaries for accounts of deceased individuals. This role plays a crucial part in ensuring a smooth transition of assets by conducting thorough research to confirm beneficiaries’ identities and entitlements. The specialist will work closely with internal teams to ensure all regulatory and legal requirements are met, providing a best-in-class experience using procedures established to meet or exceed productivity, timeliness and quality standards set by the department. This role is ideal for individuals who are detail oriented empathetic and committed to providing a respectful and supportive experience for beneficiaries.

Requirements

High School Preferred
No Experience Required
SRC Indicator: NRF
Physical Requirements: Sedentary Work

Nice To Haves

1 or more years of experience in the financial services industry preferably in a research operations or compliance role.
Analytical and research skills with a high level of attention to detail
Familiarity with account processing and record keeping systems
Experience working in a high-volume, deadline driven environment
Knowledge of ERISA and other relevant regulatory standards
Experience handling multiple cases simultaneously

Responsibilities

Conduct detailed research to identify and verify beneficiaries on deceased individuals accounts including reviewing account documentation and legal records.
Evaluate beneficiary eligibility including reviewing documents for compliance with legal standards such as ERISA where applicable.
Document research findings and maintain detailed records of all interactions and determinations in relevant systems.
Assist in the resolution of complex cases by working with legal and compliance teams as needed.
Process fund transfers from decedent accounts to beneficiary accounts in compliance with legal and regulatory requirements.