3+ years required for this opportunity include the following demonstrated skills and traits:
 

Industry Knowledge

• Brokerage securities knowledge (i.e., cost basis, stock splits, etc.)
• Understand and differentiate between different types of securities
• Basic understanding of the ACAT and non-ACAT transfer process
• Ability to review standard forms and documents (i.e. statements) and verify information (IGO/NIGO)
• High proficiency with SharePoint and Excel knowledge
   

Ability to multitask

• May be working on transferring assets for one new account and need to field questions about unrelated account onboarding statuses from field; need to be able to work out of multiple systems (core accounting platform SWP, Salesforce, workflow platform, etc.)

Ability to work in a fast-paced environment

• Volumes of new accounts can be high with expectations from WMAs even higher
   

Attention to detail

• Each onboarding case is slightly different, and details are crucial. Is agreement and other account documents in good order, are assets eligible for transfer, does registrations align, etc.?
   

Adapt to change easily – quick learner

• Processes can change often, and one must adapt, learn and move forward
   

Teamwork and communication

• It is important that the group can work as a team and communicate often about where accounts are in the process, cover one another as volumes spike or individuals are out, etc.
   

Organizational skills

• Must be able to work on multiple accounts at one time and keep each one separate with good notes and instructions on follow-ups needed – self-starter to keep up with monitoring multiple account statuses at any given time

Company Overview

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. 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:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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.

Read more about your rights and view government notices here.