{"id":2743884,"url":"https://alion.io/job/tiaa-casework-consultant","title":"Casework Consultant","company":{"id":8701,"name":"TIAA","domain":"tiaa.org","url":"https://alion.io/company/tiaa","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":96,"open_postings":70,"ghost_share":0.043,"stale_share":0.143,"repost_share":0.186,"time_to_fill_p50_days":14,"computed_at":"2026-10-16T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":31000,"max_usd":60000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1114},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-16T21:45:35Z","employer_posted_date":"2026-10-16","last_verified_at":"2026-10-16T21:45:35Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Casework Consultant\nThe Individual Consultant, Counseling Services (Case Work Consultant) responds to customer inquiries and requests via e-mail and written correspondence as well as inbound/outbound phone calls. The Counseling Consultant will interact with and provide education and counseling to participants, prospects, new entrants and their beneficiaries and representatives concerning pre-tax and after-tax investment/retirement products and services. Counseling Services Consultants provide answers to inquiries, handle issue resolution casework, and counter competitive tactics through written and telephone communication. \nKey Responsibilities and Duties\nDemonstrates expertise in all aspects of managing and completing casework in a timely manner, including researching and documenting recurring problems/questions. \nIncorporates style and appropriate use of written documentation (from scratch or use of standard templates) to communicate with clients. \nWorks with the NCC and other business units to help business partners utilize self service where appropriate.\nEducational Requirements\nUniversity (Degree) Preferred\nWork Experience\n2+ Years Required; 3+ Years Preferred\nPhysical Requirements\nPhysical Requirements: Sedentary Work\nCareer Level\n6IC\nRequired Skills:\n2 or more years experience in Financial services\nExperience with TIAA products and services \nRelated SkillsAdaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction ProcessingAnticipated Posting End Date:\n2026-10-23Base Pay Range: $24.66/hr - $34.66/hrActual 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).\n_____________________________________________________________________________________________________\nCompany Overview\nEvery 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.\nOur Culture of Impact\nAt 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.\nBenefits and Total Rewards\nThe 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.\nEqual Opportunity\nWe 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.\nOur full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.\nAccessibility Support\nTIAA 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.\nIf 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:\nPhone: (800) 842-2755\nEmail: \nDrug and Smoking Policy\nTIAA maintains a drug-free and smoke/free workplace.\nPrivacy Notices\nFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.\nFor Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.\nFor Applicants of TIAA Global Capabilities, click here.\nFor Applicants of Nuveen residing in Europe and APAC, please click here.","description_format":"text","description_chars":5693,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"China","iso":"CN","kind":"region"},{"name":"India","iso":"IN","kind":"region"},{"name":"Germany","iso":"DE","kind":"region"},{"name":"Japan","iso":"JP","kind":"region"},{"name":"France","iso":"FR","kind":"region"},{"name":"United 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