MMS Rollover Specialist
TIAA • Dallas, TX • Posted July 08, 2026
About the Role
MMS Rollover Specialist is responsible for handling questions, comments, and concerns related to transfers and rollovers into TIAA. Working under close supervision, this job reports to upper management and is the first line of support for our advisory teams. The rollover specialist will work closely with clients and alternate carriers to create a seamless rollover experience. This job is also a licensed professional who possesses significant knowledge of the company's products and services to provide a positive customer experience and enhance relationships between clients and the company.
**Key Responsibilities and Duties**
+ Possess excellent time management and written communication skills
+ Provides outstanding customer service to ensure service levels are achieved and exceeded.
+ Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.
+ Maintains records of all customer interactions, including inquiries,...
**Key Responsibilities and Duties**
+ Possess excellent time management and written communication skills
+ Provides outstanding customer service to ensure service levels are achieved and exceeded.
+ Establishes rapport with customers, setting them at ease and providing direction regarding their inquiries.
+ Maintains records of all customer interactions, including inquiries,...