MMS Rollover Specialist

Licensed Customer Service Analyst

The Licensed Customer Service Analyst is responsible for handling questions, comments, and complaints regarding the company's products or services. Working under close supervision as an entry-level position, this job reports to upper management and is the first line of support for problem resolution. 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 consumers and the company.

Key Responsibilities and Duties

• Answers inbound customer service calls and provides entry-level troubleshooting and resolution.

• Provides outstanding customer service to ensure service levels are achieved and exceeded.

• Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.

• Maintains records of all customer interactions, including inquiries, complaints, actions taken, etc. and ensures delivery to upper management.

• Refers customers to published materials, secondary sources or more senior staff when needed.

• Seeks advice from senior Customer Service Analysts regarding customer issues that require more advanced knowledge and experience.

Qualifications

• No Experience Required
• University (Degree), Preferred

FINRA Registrations

• SCR Indicator: Series 6 or 7; Series 63

Physical Requirements

• Sedentary Work

Career Level

5IC

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.

Key Responsibilities and Duties

• Possess excellent time management and written communication skills

• Provides outstanding customer service to ensure service levels are achieved and exceeded.

• Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.

• Maintains records of all customer interactions, including inquiries, complaints, actions taken, etc. and ensures delivery to upper management.

• Seeks advice from senior Rollover Specialists regarding customer issues that require more advanced knowledge and experience.

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.
• Organizational and analytical skills with high attention to detail.
• Excellent verbal and written communication skills.
• Bachelor’s degree.

Required

• Health Insurance License

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 (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.