Customer Resolution Manager tracking customer complaints to improve service quality at TIAA. Collaborating across departments to ensure positive customer experiences and compliance with regulations.
Responsibilities
Analyzes customer complaints to determine validity, risk, and cause of the complaint
Audits consultant phone calls, documentation, and interaction records
Collaborates with variety of departments to correct and restore client account to proper status
Ensures complaints and corrections have been documented for FINRA review
Generates error reports to track sources of errors and alerts management
Requirements
3 Years Required; 5 Years Preferred in customer service or financial services
FINRA Registrations (Series 6 or 7; Series 63)
Must comply with all regulatory requirements and remain in good standing
3+ years of experience in complaint handling
Ability to manage sensitive client interactions regaining client confidence
Strong listening skills and promote the role of client advocate
Strong verbal and written documentation skills
Able to proficiently utilize Seibel, Salesforce, and Unified Workflow or similar CRM Systems
Strong negotiation skills displaying sound judgment and decision-making
Benefits
superior retirement program
highly competitive health, wellness and work life offerings
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