Senior Client Services Manager, Institutional Retirement Plans

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

Job summary

TIAA in Dallas, Texas seeks a Client Services Manager II to partner with business units in implementing plans and shaping processes that improve client satisfaction and administrative efficiency for retirement programs.

The role focuses on maintaining client relationships, boosting plan performance, and collaborating across sponsors, HR, and internal teams to drive growth and asset retention. Requires a university degree and FINRA registrations; salary range is listed.

Qualifications

• University degree preferred.
• 3+ years of experience required; 5+ years preferred.
• Active Life Insurance license; Health Insurance license not required.
• FINRA registrations: Series 6 or 7; Series 63.

Responsibilities

• Delivers client service excellence and improves operational efficiency.
• Acts as primary admin contact and advocate for assigned institutions.
• Develops holistic plan management routines to boost efficiency.
• Brings data-driven insights to integrated teams and clients.
• Responds to inquiries and resolves issues across products.
• Deepens relationships with plan sponsors, HR partners, and internal teams.
• Collaborates to implement business plans and structured communications.
• Works with CSM I to manage admin activities for institutional clients.

Skills

Client Relationship Management

Communication

Negotiation

Problem Solving

Business Acumen

Business Development

Financial Markets Impact

Inspires Others

Relationship Management

Retirement Planning Selling

Accountability

Commercial Mindset

Education

University (Degree) Preferred

Job description

TIAA in Dallas, Texas seeks a Client Services Manager II to partner with business units in implementing plans and shaping processes that improve client satisfaction and administrative efficiency for retirement programs.

The role focuses on maintaining client relationships, boosting plan performance, and collaborating across sponsors, HR, and internal teams to drive growth and asset retention. Requires a university degree and FINRA registrations; salary range is listed.