The Client Outreach Retention Consultant at TIAA is responsible for engaging clients who are considering transferring funds to provide education on investment options and promote the organization's solutions. The role requires strong client relationship management skills and relevant financial certifications, with a focus on ensuring client retention and satisfaction
Job Summary
The role focuses on retaining clients who intend to transfer funds by educating them on investment options and facilitating transfers.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Employees will receive initial training on TIAA products before transitioning from an hourly non-exempt status to a salaried exempt status.
Matching Summary
Match Score: 75
The Client Outreach Retention Consultant at TIAA is responsible for engaging clients who are considering transferring funds to provide education on investment options and promote the organization's solutions. The role requires strong client relationship management skills and relevant financial certifications, with a focus on ensuring client retention and satisfaction.
Salary
Base: $64,000/yr - $87,200/yr; Bonus/Equity: Participation in incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings