Account Services Consultant

TIAA

Consultant role providing high-level program support for Managed Accounts at TIAA. Enhancing advisor and client experience through servicing insights and data analysis.

Posted 7/16/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $32 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Managed Account products and financial services, with strong skills in data visualization, automation, and process improvement. Proven ability to collaborate across teams and enhance advisor and client experiences through effective communication and relationship management.

Highest-signal resume keywords

FINRA RegistrationsFinancial Services ExperienceData Visualization (Tableau, Power BI)Scripting and Automation (Python, PowerShell, Batch Files)Robotic Process Automation (Automation Anywhere)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisOperations ManagementData Querying (SQL, Microsoft Access)Workflow StreamliningUser Acceptance Testing

Soft Skills

Professional CommunicationProactive Problem SolvingRelationship BuildingCollaborationContinuous Improvement Mindset

Tools & Technologies

SharePoint OnlinePower AutomateNet-X 360Pershing Platform

Certifications & Qualifications

FINRA Registrations

Industry Keywords

Managed AccountsBrokerage KnowledgeAccount MaintenanceOnboarding/OffboardingAsset Transfers

Tech Stack

Tools & technologies

PythonRPASQLTableau

About the role

Key responsibilities & impact

Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred FINRA Registrations
2 years’ experience in Financial Services with an emphasis on Analysis and/or Operations
Familiarity with one or more continuous improvement tools and technologies: Tableau or Power BI for data visualization
Python, PowerShell, or Batch Files for scripting and automation
Automation Anywhere for robotic process automation
SharePoint Online
Power Automate
SQL and Microsoft Access for data querying and database management
Brokerage knowledge (i.e., cost basis, registrations, asset transfers, account maintenance, onboarding/offboarding)
Net-X 360 general navigation/understanding how to generate reports (Pershing platform)

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings