The Credit Attribution Specialist is responsible for accurately identifying, analyzing, and assigning production credit across financial advisor and wealth management teams in accordance with established firm policies and compliance guidelines. This role requires a high degree of organization, independent judgment, and the ability to navigate ambiguous situations with confidence and minimal oversight. The Credit Attribution Specialist serves as a critical point of contact between financial advisors, leadership, and internal partners to resolve attribution discrepancies and support a seamless advisor experience.
Key Responsibilities and Duties
Reviews and processes credit attribution requests submitted by financial advisors, wealth management teams, and business partners, ensuring accuracy and strict adherence to firm guidelines.
Research and resolve credit discrepancies by analyzing account data, transaction history, and advisor relationship records within applicable systems of record.
Partners with Wealth Support, Compliance, and Compensation teams to validate attribution decisions and escalate complex or high-impact cases as appropriate.
Applies knowledge of firm policies and advisor compensation structures to make sound, independent attribution determinations in a timely and consistent manner.
Communicates attribution outcomes and resolution status to advisors and internal stakeholders with clarity, professionalism, and a strong service-oriented approach.
Identifies recurring attribution issues and patterns, proactively escalating systemic concerns to leadership to support continuous process improvement efforts.
Manages a dynamic and evolving workload with competing priorities, demonstrating strong self-direction and adaptability in an environment where standard procedures may not always exist.
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Maintains detailed and accurate documentation of attribution cases, decisions, and correspondence in accordance with firm recordkeeping standards.
Supports quality review processes by providing thorough case documentation and responding promptly to requests from leadership or oversight teams.
Educational Requirements
High School Preferred
Work Experience
No Experience Required
FINRA Registrations
SRC Indicator: NRF
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
Preferred Skills:
- Strong customer service experience with the ability to communicate professionally and build relationships across internal teams and stakeholders.
- Demonstrated analytical and problem-solving skills, with the ability to research discrepancies, investigate issues, and resolve complex account or transaction exceptions.
- Experience managing multiple priorities in a fast-paced, high-volume environment while maintaining accuracy and attention to detail
Related Skills
Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen
Anticipated Posting End Date:
2026-07-22
Base Pay Range: $20.87/hr - $28.46/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).
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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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