Senior Customer Advocate - Brokerage

TIAA•Frisco, TX

6d•$27 - $33•Onsite

About The Position

The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success. This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.

Requirements

Experience in financial service industry.
Experience with brokerage accounts and transactions.
FINRA Registrations: Series 7; Series 63
Life and Health Insurance License (National) - Multiple Issuers required

Nice To Haves

University (Degree) Preferred
3+ Years Preferred

Responsibilities

Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
Interprets complex plan rules and explains them to customers in an understandable manner.