Business Consultant responsible for Microsoft ERP solutions and client support at Heartland Business Systems. Leading implementations and building long - term client relationships with technical expertise.
About the role
- Third-Party Wealth Consultant responsible for servicing Advisors through call center. Supporting processing of agreements, transactions, and related special projects at TIAA.
Responsibilities
- servicing Third Party Advisors through our inbound call center
- support the processing of advisor agreements, transactions
- participate in special projects or initiatives
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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