Senior Institutional Client Services Manager - Retirement

TIAA; Charlotte (NC); On-site; USD 64,000 - 100,000; Full time

Job summary

TIAA is seeking a Client Services Manager II to drive service quality and efficiency for institutional clients in a shopping environment that values accuracy and proactive communication. The role centers on implementing administrative processes, strengthening client relationships, and delivering plan insights across teams.

Ideal candidates have 3+ years of relevant experience, FINRA registrations, and active Life/Health licenses.

Qualifications

• 3+ Years Required; 5+ Years Preferred
• Active Life Insurance license; Health license not required
• FINRA registrations: Series 6 or 7; Series 63

Responsibilities

• Serves as the primary administrative point of contact and advocate for assigned institutions.
• Develops holistic plan management routines that help identify plan efficiency opportunities.
• Drives best practices, and improves client outcomes through excellent customer service and operational excellence.
• 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.

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning

Education

University degree preferred

Series 6/7 and 63

Life and Health Insurance License

Job description

TIAA is seeking a Client Services Manager II to drive service quality and efficiency for institutional clients in a shopping environment that values accuracy and proactive communication. The role centers on implementing administrative processes, strengthening client relationships, and delivering plan insights across teams.

Ideal candidates have 3+ years of relevant experience, FINRA registrations, and active Life/Health licenses.