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TIAA

Sr Service Coordinator

Dallas, TX, United States
Charlotte, NC, United States

$23.89 to $31.88 USD / hour

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Job details

Pay: $23.89 to $31.88 USD / hour
Apply by: Nov 13, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

The Senior Service Coordinator job uses knowledge of replacement transactions to conduct reviews and potentially remediate enrollments for all jurisdictions. This position requires a high level of accuracy, collaboration with sales and operations, and occasional interaction with clients and agents.

Key Responsibilities and Duties

Assist team manager with work distribution, monitoring queues, and ensuring team is positioned to meet service level agreements (SLAs).
Provide day-to-day support for registered representatives.
Assist team manager with report creation and distribution for team productivity and quality.
Primary point of contact for remediation questions and process, and Internal Audit requests.
Assist new team members on all aspects of team procedures.
Provide User Acceptance Testing (UAT) for new processes and procedures as required.
Perform quality control (QC) on peers work and provide constructive feedback.
Utilize Unified Workflow (UW), Unified Desktop (UD), and Case Manager to route and review work.
Ensure all regulatory requirements are met, including compliance with responding to alternate carriers and preparing client notifications within regulatory timeframes.
Recommend technology and process advancements that increase effectiveness and efficiency.

Educational Requirements

High School Preferred

Work Experience

No Experience Required; 2+ Years Preferred

FINRA Registrations

SRC Indicator: NRF

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 3IC

Preferred Skills:

Experience supporting a team manager with work distribution, queue monitoring, and SLA attainment
Proficiency with Unified Workflow (UW), Unified Desktop (UD), and Case Manager
Knowledge of regulatory requirements, including alternate carrier responses and client notifications within regulatory timeframes
Experience performing quality control reviews and providing constructive feedback
Experience conducting User Acceptance Testing (UAT) and onboarding new team members
Background in quality and process improvement, with the ability to recommend technology and process enhancements

Related Skills

Business Acumen, Business Process Improvement, Business Process Understanding, Communication, Compliance, Continuous Improvement Mindset, Detail-Oriented, General Risk Management, Influence, Relationship Management, Risk Mitigation, Risk Monitoring

Anticipated Posting End Date:

2026-11-13

Base Pay Range: $23.89/hr - $31.88/hr 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 help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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More about this job

Skills

Auditing
Quality control
Give constructive feedback
Workflow
Regulatory compliance
Onboarding
Process improvement
Business processes
Communication skills
Risk management
Sales

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