Ever Rise Jobs in Charlotte, NC (NOW HIRING)

The RISE Wealth Support Team is responsible for delivering world-class, phone-based customer service to participants assigned to a TIAA Wealth Management Advisors. You will proactively address service-based requests through phone and email outreach, serving as a one-time extension of the Advisory Team. Your comprehensive knowledge of TIAA products, services, and customer experience standards will be instrumental in achieving positive participant and Advisor outcomes and differentiating TIAA from competitors.

Key Responsibilities and Duties

• Rise Wealth Support Team (Formerly known as NCC Support) Manages individual relationships with high-net worth clients to resolve, key service needs such as general and complex account research (e.g., contract maintenance, transfers/payments and brokerage service) in an efficient way.
• Assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.)
• Acts as an extension of the Wealth Advisory teams in strengthening client relationships by assisting with both service and support needs across all products and services promptly and accurately.
• Coordinates with business partners in resolving client request.
• Identifies and refers relationship opportunities to advisory team and business partners.
• Manages Inbound and Outbound phone and written responsibilities from clients and business partners to address client issues and manage the expectations with both external clients and key business partners.
• Interprets complex plan rules and explains them to customers in an understandable manner.
• Maintains strong business relationships with Advisory Teams.
• Completes brokerage operation activities in a timely manner and at established productivity levels.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Additional information:

• Schedule: Monday through Friday with flexible start times. A 4x10 schedule cannot be accommodated. Overtime may be required as business needs dictate.

Required Skills:

• 2+ years of Customer Service experience.
• Must have Series 6 or Series 7 and Series 63.

Preferred Skills:

• 3+ years of Customer Service experience.
• Effective case management hinges on a consultant's ability to drive cases forward proactively. Success in this role demands initiative, independence, and a strong, self-motivated approach to overcome obstacles and achieve timely resolutions.
• Written communication is essential for building and maintaining positive business partner and customer relationships. Accurate grammar and professional formatting are critical components of this skill.

Anticipated Posting End Date:

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

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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 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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.