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TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.
Client Services Manager II - Charlotte, Onsite
Client Services Manager II supporting institutional retirement-plan clients for TIAA. Oversees administrative operations, client relationships, plan efficiency, and growth across retirement products.
Description
- Collaborate with business partners to execute business plans
- Coordinate communications, processes, and activities to achieve business goals and strengthen client satisfaction
- Improve TIAA service consistency and quality through efficient administration, operational transactions, and product support
- Manage client relationships while identifying opportunities to improve plan efficiency
- Support growth in premiums and transfers-in, new account acquisition, and asset retention
- Serve clients and enhance outcomes through responsive service and operational excellence
- Act as the primary administrative contact and advocate for assigned institutional clients
- Establish comprehensive plan-management routines to uncover efficiency improvements
- Use data-driven insights to support integrated teams and institutional clients
- Address customer questions and resolve product or service issues
- Strengthen partnerships with plan sponsors, HR contacts, and internal support teams
- Work with CSM I in a pooled model to oversee administrative and operational activities for institutional clients
Requirements
- A university degree is preferred
- At least 3 years of professional experience is required; 5 or more years is preferred
- Series 6 or Series 7 FINRA registration
- Series 63 FINRA registration
- Resident-state Life and Health Insurance License with multiple issuers required
- Ability to perform sedentary work
- Skills in client relationship management, business development, retirement-planning sales, negotiation, problem-solving, and financial markets
Benefits
- Enhanced retirement program
- Health, wellness, and work-life benefits
- Comprehensive Total Rewards package
- Support for financial, physical, emotional, and overall well-being
- Professional learning and development opportunities
- Performance-linked incentive opportunities may include annual discretionary programs and non-annual sales or other incentive plans
- Drug-free and smoke-free workplace
- Reasonable accommodations for applicants with disabilities
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