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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$26/hr–$32/hr
Full-time
bachelor degree
Retirement program, Health insurance, Wellness offerings, Work life offerings
Posted 11d ago
Apply by Sep 15
~40 hrs/week
Responsibilities
The Senior Customer Advocate provides world-class service to brokerage clients by resolving account inquiries and executing complex transactions. They also act as a primary contact for Wealth Management advisors and educate clients on financial planning solutions.
Requirements
Candidates must have at least 2-3 years of experience in the financial services industry and hold Series 7 and 63 FINRA registrations. A Life and Health Insurance License is also required, and a university degree is preferred.
Full job description
Senior Customer Advocate - Brokerage 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 SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness
Anticipated Posting End Date:
2026-09-15Base 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).
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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 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 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:
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.
Visit tiaa.org to learn more about preparing for a more secure retirement.
For our Terms of Use, please visit ter.li/termsofuse.
4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
How many Customer Service & Support jobs are open in Frisco, TX right now?
There are currently 1,156 open customer service & support positions in Frisco, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Frisco, TX?
Companies currently hiring include Anderson Merchandisers, Omni Hotels & Resorts, Albertsons Companies, Great Clips Inc., Starbucks, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Frisco, TX?
Yes — 93 of the 1156 open customer service & support positions offer remote or hybrid work (23 remote, 70 hybrid).
How do I apply for Customer Service & Support jobs in Frisco, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.