Senior Client Services Manager, Retirement Plans

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

Job summary

TIAA in Dallas, TX invites an experienced Client Services Manager II to lead service delivery for institutional clients, implement business plans, and enhance client satisfaction. You will coordinate with HR, plan sponsors, and internal teams to drive efficiency and growth.

The role requires 3+ years experience (5+ preferred), active life insurance license, FINRA licenses, a university degree, and strong relationship management.

Qualifications

• University degree preferred.
• 3+ years required; 5+ years preferred.
• Active Life Insurance license required; Health Insurance license not required. FINRA registrations Series 6/7 and 63 expected.

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 to identify plan efficiency opportunities.
• Proactively brings data-driven insights to integrated teams and institutional clients.
• Responds to customers' inquiries and manages issues 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 processes.
• 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 Relationships

Commercial Mindset

Communication

Financial Markets

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning

Selling

Education

University (Degree) Preferred

Job description

TIAA in Dallas, TX invites an experienced Client Services Manager II to lead service delivery for institutional clients, implement business plans, and enhance client satisfaction. You will coordinate with HR, plan sponsors, and internal teams to drive efficiency and growth.

The role requires 3+ years experience (5+ preferred), active life insurance license, FINRA licenses, a university degree, and strong relationship management.