Client Services Manager II

TIAA • Charlotte, NC

22h

About The Position

Client Services Manager II The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is responsible for increasing consistency and quality of TIAA service as it relates to administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program. This role is critical to maintaining the client relationship, increasing plan efficiencies, growth in premium and transfers-in, new account acquisition, and asset retention. Key Responsibilities and Duties Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence. Serves as the primary administrative point of contact and advocate for assigned institutions. Develops holistic plan management routines that help identify plan efficiency opportunities. Proactively brings data driven insights to integrated team and institutional clients. Responds to customers' inquiries and manage issues that arise with specific products and services. Deepens relationships with plan sponsors, HR partners, and internal support teams. Works with business partners to implement business plans and structured communication process and activities that deliver on business goals. Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-05-01 Base Pay Range: $75,700/yr - $105,000/yr 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).

Requirements

• 3+ Years Required
• Series 6 or 7; Series 63
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Nice To Haves

• University (Degree) Preferred
• 5+ Years Preferred

Responsibilities

• Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• Serves as the primary administrative point of contact and advocate for assigned institutions.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Proactively brings data driven insights to integrated team and institutional clients.
• Responds to customers' inquiries and manage issues that arise with specific products and services.
• Deepens relationships with plan sponsors, HR partners, and internal support teams.
• Works with business partners to implement business plans and structured communication process and activities that deliver on business goals.
• Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees