TIAA

Relationship Manager II

TIAA

full-time

Posted on:

Origin:  • 🇺🇸 United States • California, Massachusetts, Missouri

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Salary

💰 $126,000 - $176,000 per year

Job Level

Mid-LevelSenior

About the role

  • Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal resources necessary to solve client problems
  • Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
  • Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
  • Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
  • Ensures the delivery of high quality charitable gift plan consulting services to clients

Requirements

  • 5+ years of experience in relationship management or related field; 7+ years preferred
  • University (Degree) Preferred
  • Strong client service and communication skills
  • Experience collaborating with cross-functional teams and managing client expectations