Client Services Manager II

TIAA • Charlotte, NC

9d

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.

Requirements

• 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: Sedentary Work
• 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

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

• 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.

What This Job Offers

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