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Nuveen

Senior Customer Advocate - Brokerage

Nuveen

Dallas, TX · Mid

$27 – $33 / hour

Listed on Nuveen’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

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. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

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

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