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Rollover & Transfers Specialist — Hybrid/Remote

Nuveen

Charlotte, NC
  • Remote job

MMS Rollover Specialist at Nuveen, part of TIAA, is based in a hybrid role with locations in Charlotte, NC and Dallas, TX. You will assist clients with transfers and rollovers, delivering superior service and building trust with advisory teams and partners. The role requires 3 years experience (5 preferred), a Series 6/7 and Series 63, plus Life and Health Insurance licenses. Strong time management and communication skills are essential. #J-18808-Ljbffr Nuveen

Vacancy posted 5 days ago
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