Sr Complex Resolution Analyst

TIAA•Frisco, TX

21h

About The Position

Sr Complex Resolution Analyst, Retirement The Senior Complex Resolution Analyst is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. Working under limited supervision, this job manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary.

Requirements

3+ years of experience in financial services with OMNI (Record Keeping System)

Nice To Haves

5+ years of experience in financial services with OMNI (Record Keeping System)
Adaptability
Communication
Continuous Improvement Mindset
Customer Engagement
Data Analysis
Data-Based Decision Making
Detail-Oriented
Financial Risk Management
Relationship Management
Technology Systems
TIAA Products/Services Acumen
Transaction Processing

Responsibilities

Handles complex global, plan and individual level adjustments and remediation projects.
Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers).
Handles the research and reporting of system issues related to OMNI, including analyzing the data and appropriately summarizing the issue(s).
Acts as a subject matter expert (SME) for Operations and IT implementations.
Processes Individual adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage).
Coaches and reviews the work of lower level professionals.
Performs complex calculations, as needed

Benefits

Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

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