Client Services Manager II

TIAA

Client Services Manager II managing client relationships and driving operational excellence at TIAA. Improving client outcomes through best practices and administrative efficiency.

Posted 4/29/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $75,700 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

3+ Years Required; 5+ Years Preferred
University (Degree) Preferred
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer serviceoperational excellencerelationship managementdata analysiscommunicationadvocacyproblem solvingcollaborationplan managementbusiness planning

Certifications

Series 6Series 7Series 63Life Insurance LicenseHealth Insurance License