Senior Client Services Lead – Institutional Retirement

TIAA; North Carolina; On-site; USD 64,000 - 100,000; Full time

Job summary

TIAA is seeking a Client Services Manager II in North Carolina to lead service delivery for institutional clients and drive operational excellence. The role focuses on structuring interactions, communications, and activities that meet business goals and improve client satisfaction.

The position emphasizes serving as the primary administrative contact, developing plan management routines, and delivering data-driven insights to partner teams to increase efficiency and client outcomes.

Qualifications

• 3+ years required; 5+ years preferred
• FINRA Registrations: Series 6 or 7; Series 63
• Life and Health Insurance License (Resident State) - Multiple Issuers required

Responsibilities

• Serves as primary administrative contact and advocate for assigned institutions.
• Develops holistic plan management routines to identify efficiency opportunities.
• Brings data-driven insights to integrated teams and institutional clients.
• Responds to customer inquiries and manages issues with products and services.
• Deepens sponsor, HR partner, and internal support team relationships.
• Partners with CSM I to manage activities for institutional clients.

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

Education

University degree preferred

Job description

TIAA is seeking a Client Services Manager II in North Carolina to lead service delivery for institutional clients and drive operational excellence. The role focuses on structuring interactions, communications, and activities that meet business goals and improve client satisfaction.

The position emphasizes serving as the primary administrative contact, developing plan management routines, and delivering data-driven insights to partner teams to increase efficiency and client outcomes.