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TIAA

Client Outreach & Retention Consultant

TIAA, Frisco, Texas, United States, 75034

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A leading financial services organization is seeking a Client Outreach Retention Consultant who will work directly with clients considering transferring funds. The consultant will address client questions, educate clients on investment options, and facilitate product solutions. Required qualifications include a preferred university degree and at least 2 years of experience in financial services. This role offers a competitive salary and requires effective communication and relationship management skills. #J-18808-Ljbffr