Senior Customer Advocate - Brokerage
- Location
- Dallas, TX
- Listed
- 3 days ago
About the role
The Senior Customer Advocate Brokerage works directly with the organization's brokerage clients to deliver phone-based, world-class customer service. This job contributes to the organization's initiatives by acting as an advocate for participants' long-term financial success. This individual's expertise in the organization's products, services and customer experience standards differentiates the organization from the competition, positively impacting client relationships with the organization and its affiliates.
Key Responsibilities and Duties
- Delivers quick resolutions to client's questions, concerns and needs related to brokerage accounts and transactions.
- Ensures execution of both routine and complex brokerage account activity and maintenance while delivering highest level of customer service.
- Provides support to Wealth Management advisors and other areas within the organization as a primary contact for trading and brokerage account service.
- Educates clients on retirement and financial planning solutions offered by the organization and its affiliates.
- Interprets complex plan rules and explains them to customers in an understandable manner.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7; Series 63
Licenses and Certifications
- Life and Health Insurance License (National) - Multiple Issuers required
Physical Requirements
- Physical Requirements: Sedentary Work
- Career Level
- 6IC
Required Skills
- Experience in financial service industry.
- Experience with brokerage accounts and transactions.
Related Skills
- Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness
- Anticipated Posting End Date: 2026-10-30
Base Pay Range
$26.63/hr - $32.55/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).
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.
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 we re a market-leading retirement company fueled by world-class asset management. But we re not just another legacy financial services firm. We re 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.
Equal opportunity and legal notices
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:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California),
For Applicants of TIAA, Nuveen and Affiliates residing in California, please
For Applicants of TIAA Global Capabilities,
For Applicants of Nuveen residing in Europe and APAC, please
From TIAA's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Senior Customer Advocate - Brokerage job at TIAA located?
This Senior Customer Advocate - Brokerage position at TIAA is located in Dallas, TX. Always check TIAA's application page for specific state eligibility or relocation policies.
How do I apply for the Senior Customer Advocate - Brokerage position at TIAA?
This listing links directly to TIAA's Workday application page. You can apply directly on TIAA's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.