Beneficiary Relationship Manager at TIAA in Charlotte, NC

Job description

Key Responsibilities and Duties Reviews customer needs to determine best course of action for resolution Tasked with thoroughly researching the customer needs presented (i.e., reviewing records of participant interactions by phone and/or mail). Collaborates with variety of departments (i.e, legal, payment operations, IT) to determine best course of action Ensures that all customer needs have been properly documented in accordance with enterprise policy Prepare reporting for any account or transaction errors Identifies and recommends internal process improvements to management Educational Requirements Bachelor's Degree Preferred Work Experience 3+ Years required; 5+ Years preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required Skills: 3+ years of experience in case management, customer service, or a related role. Preferred Skills: Bachelor’s degree in a relevant field or equivalent experience. Experience in the insurance, financial services, or legal industry. Knowledge of estate or beneficiary settlement processes. Interpersonal skills with the ability to handle sensitive situations with empathy and professionalism. Organizational and multitasking abilities. Related Skills Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-11-30 Base Pay Range: $52,500/yr - $76,600/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can