Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
About the role
- Client Services Manager II at TIAA enhancing client satisfaction and operational efficiency in retirement benefits. Collaborating with partners to implement business plans and managing administrative tasks.
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.
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
- superior retirement program
- highly competitive health, wellness and work life offerings
- professional development opportunities
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