Senior Customer Resolution Manager

Nuveen, a TIAA company

Base: $63,500 - $91,300 py; bonus: annual discreti...
**
5+ years customer service experience
Finra series 6 or 7 license
Series 63 registration required
** Nuveen, a TIAA company, is seeking a Senior Customer Resolution Manager to review and address customer needs within financial services. The role requires substantial experience in customer service and complaint handling, alongside necessary regulatory certifications. **

Job Summary

  • The role involves reviewing complex customer needs and collaborating with legal, payment operations, and IT departments to determine the best course of action.
  • Candidates must manage sensitive client interactions involving higher dollar amounts and risk while ensuring all documentation complies with enterprise policy.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** Nuveen, a TIAA company, is seeking a Senior Customer Resolution Manager to review and address customer needs within financial services. The role requires substantial experience in customer service and complaint handling, alongside necessary regulatory certifications. **

Salary

Base: $63,500 - $91,300 per year; Bonus: Annual discretionary incentive programs possible; Benefits: Comprehensive retirement, health, wellness, and work life offerings

Skills & Requirements

Must-have

  • 5+ years customer service experience
  • FINRA Series 6 or 7 license
  • Series 63 registration required
  • Resident state insurance licensing
  • CRM systems proficiency

Nice-to-have

  • 7+ years financial services experience
  • 3+ years complaint handling experience
  • Exceptional negotiation skills
  • Client advocacy mindset
  • Process improvement recommendations

Key Requirements

  • University degree preferred
  • 5+ years comparable experience required
  • FINRA registrations (Series 6/7 & 63)
  • Resident state insurance license
  • Regulatory compliance adherence

Work Rights

Not specified

Tailored Resume

Cover Letter