# Senior Customer Advocate - Brokerage

Hiring organization: [Nuveen](https://career.thegoodapps.co/organizations/nuveen)

Canonical page: https://career.thegoodapps.co/jobs/66c5982f-d984-4c49-a923-bda223eadd2a

Listed on Nuveen's own careers site. Applications go to them directly.

- Seniority: Mid
- Location: Dallas, TX
- Salary: 27 – 33 USD per hour

## Summary

This role provides phone-based customer service to brokerage clients, resolving account issues and educating them on financial products while maintaining TIAA's service standards. It's suited to someone with financial services experience who can explain complex retirement plans clearly and support both clients and internal wealth advisors.

_Our summary, not Nuveen's wording._

## Skills named

Financial Services

## Required

- 2+ years of work experience
- Experience in financial services industry
- Experience with brokerage accounts and transactions
- Series 7 and Series 63 FINRA registrations
- Life and Health Insurance License (National)

## Nice to have

- University degree
- 3+ years of work experience

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Dallas-TX-USA/Senior-Customer-Advocate---Brokerage_R260200243-2