Job at a glance
MMS Rollover Specialist is responsible for handling questions, comments, and concerns related to transfers and rollovers into TIAA. Working under close supervision, this job reports to upper management and is the first line of support for our advisory teams. The rollover specialist will work closely with clients and alternate carriers to create a seamless rollover experience. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between clients and the company.
Key Responsibilities and Duties Possess excellent time management and written communication skills Provides outstanding customer service to ensure service levels are achieved and exceeded. Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries. Maintains records of all customer interactions, including inquiries, complaints, actions taken, etc. and ensures delivery to upper management.
Seeks advice from senior Rollover Specialists regarding customer issues that require more advanced knowledge and experience. Educational Requirements University (Degree) Preferred Work Experience 3 Years Required; 5 Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Skills: Must have Series 6 or 7; Series 63 and Life and Health Insurance (Resident State) Preferred Skills: Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously Proven organizational and analytical skills with high attention to detail Excellent verbal and written communication skills Bachelor’s degree preferred Related Skills Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-08-31 Base Pay Range: $26.01/hr - $35.62/hr 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). _____________________________________________________________________________________________________ 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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 meanin