Client Services Manager, IR
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • Texas • United States
Visit company websiteExplore more
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.
- 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
- Life and Health Insurance License (Resident State) - Multiple Issuers required
Benefits
- superior retirement program
- highly competitive 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 excellencerelationship managementdata analysiscommunicationadvocacyproblem solvingcollaborationplan managementbusiness planning
Certifications
Series 6Series 7Series 63Life and Health Insurance License