TIAA · 21 hours ago
Client Services Manager II
Charlotte, NC, USA
Full-time
Hybrid
Mid, Senior Level
$76K/yr - $105K/yr
3+ years expTIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirement solutions. The Client Services Manager II is responsible for managing client relationships, enhancing service quality, and driving operational efficiency to meet business goals and increase client satisfaction.
FinanceFinancial ServicesLife Insurance
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
Qualification
Required
3+ Years Required
Life and Health Insurance License (Resident State) - Multiple Issuers required
SRC Indicator: Series 6 or 7; Series 63
Preferred
University (Degree) Preferred
5+ Years Preferred
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
H1B Sponsorship
TIAA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-05
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