Service Support Consultant

The Service Support Consultant acts as an extension of the Wealth Management Advisory Consultant teams by providing sales and service support of anticipated client needs. This role proactively and reactively contacts existing and prospective clients as part of the TIAA Client Relationships (TCR) strategy and responds to client service needs via phone and/or email.

Key Responsibilities and Duties

• Acts as an extension of the TCR Distribution teams by assisting with both sales and service support needs across all products and services
• Works on key service needs such as general and complex account research (e.g., contracts begin/end date, transfers/payments for which the client is questioning accuracy, record keeping questions, plan rules conflict), payment research and annuity income follow up and maintenance.
• Ability to delegate service requests to business partners
• Provides client service and sales support, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Identifies sales and asset retention opportunities and refers clients to advisory team.
• Occasionally manages both Inbound and Outbound phone responsibilities to address client issues and manage the expectations with both external clients key business partners.
• Performs registered activities related to identifying client needs and identifies potential issues with current financial plans (estate planning, beneficiaries, etc.); probes for client concerns and gathers additional information regarding client current financial situation and potential future needs.
• Periodically conducts proactive outreaches and/or marketing campaigns with clients in transition to educate on additional products and services and promote retention.

Educational Requirements

• Vocational and/or Technical Education Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Related Skills

Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance 

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. 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.

Service Support Consultant