Client Services Manager II

Overview

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.

• 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.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• SRC Indicator:
  Series 6 or 7;
  Series 63

• Life and Health Insurance License (Resident State) - Multiple Issuers required

• 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:

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).

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.

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…