Director – Wealth Management, Advice Solutions
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Mumbai • India
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Job Level
About the role
- Leads client services programs while overseeing the development, implementation, and revision of policies and procedures
- Communicates results of client services initiatives of the organization to leadership team
- Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle
- Resolves the most challenging client inquiries facing the client service department
- Champions solutions, improvements and best practices to increase operational efficiency
- Manages performance of team through regular, timely feedback
Requirements
- 8+ Years Required Work Experience
- FINRA Registrations SRC Indicator: Series 7; Series 24
- University (Degree) Preferred
Benefits
- Professional development opportunities
- Equipment allowances
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipcommunicationproblem-solvingclient relationsoperational efficiencyteam managementfeedback delivery
Certifications
Series 7Series 24