Client Services Manager
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • Texas • United States
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Salary
💰 $75,700 - $105,000 per year
About the role
- Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
- Develops holistic plan management routines that help identify plan efficiency opportunities.
- Proactively brings data driven insights to integrated team and institutional clients.
- Works with business partners to implement business plans and structured communication processes and activities.
Requirements
- University (Degree) Preferred
- 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
Benefits
- Comprehensive Total Rewards package
- Competitive compensation package
- Retirement program
- Health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer serviceoperational excellencedata driven insightscommunication processes
Certifications
Series 6Series 7Series 63Life and Health Insurance License