Senior Client Services Manager - Institutional Retirement

TIAA; Dallas (TX); On-site; USD 64,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Total Rewards package

Incentive program

Job summary

TIAA is seeking a Client Services Manager II to lead interactions and processes that align with business goals and increase client satisfaction. The role emphasizes administrative efficiency, operational excellence, and strong client relationships within retirement benefits programs.

The position requires 3+ years of experience (5+ preferred) and relevant FINRA and life/health licensing. Base pay ranges from $63,800 to $99,600 with a comprehensive total rewards package and incentive options.

Qualifications

• University (Degree) Preferred.
• 3+ Years of experience required; 5+ years preferred.
• FINRA registrations: Series 6 or 7; Series 63.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.

Responsibilities

• 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.

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 to lead interactions and processes that align with business goals and increase client satisfaction. The role emphasizes administrative efficiency, operational excellence, and strong client relationships within retirement benefits programs.

The position requires 3+ years of experience (5+ preferred) and relevant FINRA and life/health licensing. Base pay ranges from $63,800 to $99,600 with a comprehensive total rewards package and incentive options.