Hybrid Client Services Manager

Posted last month

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About the role

  • Client Services Manager II enhancing client satisfaction and operational efficiency at TIAA. Responsible for service delivery and improving client outcomes through excellent operational practices.

Responsibilities

  • Services clients and drives best practices
  • 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 and identifies efficiency opportunities
  • Proactively brings data-driven insights to integrated team and clients
  • Responds to customers' inquiries and manages issues

Requirements

  • University (Degree) Preferred
  • 3+ Years Required; 5+ Years Preferred
  • FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
  • Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

  • Comprehensive Total Rewards package
  • Superior retirement program
  • Highly competitive health, wellness, and work-life offerings
  • Professional development opportunities

Job title

Client Services Manager

Job type

Experience level

Mid levelSenior

Salary

$75,700 - $105,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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