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MMS Rollover Specialist

Company

TIAA

Location

Dallas, TX

Posted

July 08, 2026

Position Overview

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,...

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