MMS Rollover Specialist

The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist II is responsible for providing a positive customer experience and enhancing relationships between customers and the company.

Responsibilities

• Answer inbound customer service calls, complete customer requests and resolve customer issues.
• Respond to a high volume of lower‑complexity requests (e.g., general product and pricing information, billing issues, requests to move money between accounts, etc.).
• Provide responses to customer inquiries based on predetermined scripts and other response guidance tools.
• Refer customers to published materials, secondary sources, or more senior staff when necessary.
• Document customer feedback and complaints.

Educational Requirements

• University (degree) preferred.

Work Experience

• 3 years required; 5 years preferred.

FINRA Registrations

• SRC indicator: Series 6 or 7; Series 63.

Licenses and Certifications

• Life and health insurance license (resident state).

Physical Requirements

• Sedentary work.

Career Level

6IC

Compensation

Base pay range: $26.01 /hr – $35.62 /hr. Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The compensation package may also include incentive programs linked to performance.

Benefits

We offer a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness, and work‑life benefits. For more information, review our Benefits Summary.

MMS Rollover Specialist

The 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 works closely with clients and alternate carriers to create a seamless rollover experience.

Required Skills

• Must have Series 6 or 7; Series 63.

Preferred Skills

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

Related Skills

Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen.

Anticipated Posting End Date

Additional Compensation

Base pay range: $26.01 /hr – $35.62 /hr with potential incentive programs.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.