New Account Coordinator
Location:
Denver , Colorado
Posted:
October 20, 2017
Reference:
1710566
Job Description

COMPANY OVERVIEW:

 

Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

 

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

 

For more information about TIAA, visit our website.

 

 

KEY RESPONSIBILITIES AND DUTIES:
 

  • Responsible for managing service related issues pertaining to their workflow.
  • Managing their workflow queues to meet or exceed both quality and production standards detailed in the business objectives
  • Assist the Senior Account Coordinators as back-up when needed
  • Contributes to “continual improvement culture” by asking questions, sharing ideas.  Participates as requested on projects to improve Client Experience, Advisor Support, and/or Scaling/effectiveness.
  • Perform other duties and responsibilities as business needs require and as requested by managers
  • The New Account Coordinator is responsible for following a defined/disciplined process to manage their queues in a very quality and productive manner
  • New Account Coordinators meet with Team Manager to review data quality, production levels, overall performance and progress on development activities

 



QUALIFICATIONS:


  • Prior experience preferred in service related positions, spreadsheets (Excel), Naviplan, MoneyGuide Pro and Siebel application.
 

 
  • Bachelor’s degree
  • Must be able to understand and interpret Financial Statements and Spreadsheets for data entry into Naviplan software
  • Ability to interact with Planning software such as Naviplan and MoneyGuidePro and above average functionality of Customer Relationship Management applications such as Siebel
  • Aable to maintain Excel Spreadsheets, and must be able to communicate both verbally and in written communications with our business partners in a very professional manner.
  • Able to communicate both verbally or through written communications with Advisors, Team Managers, Other Business Partners, and Directors to resolve issues in a professional, appropriate, and timely manner
  • Excellent interpersonal and writing skills to communicate service solutions and issues
  • Comfortable and effective working in a variety of communications methods - phone, email, etc. 



Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.


This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


C23921


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