Client Retention & Advisory Outreach Specialist
Nuveen
TIAA (Nuveen) is seeking a Client Outreach Retention Consultant to engage clients considering transferring funds and to educate them on investment options and advisory services. The role collaborates with the NCC and advisory partners to resolve questions and position solutions. The position starts as non-exempt with hourly pay during training, then shifts to salary with a 40-hour work week. Strong customer-facing skills and FINRA licenses are required. #J-18808-Ljbffr Nuveen
Vacancy posted 2 days ago
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Nuveen
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