USNLX Diversity Jobs

USNLX Diversity Careers

Job Information

TIAA Client Services Manager in Charlotte, North Carolina

Client Services Manager, IR

The Client Services Manager works with business partners on the implementation of business plans and strategy and is responsible for structuring interaction, communication, processes and activities that deliver on strategy and goals. The Client Services Manager is responsible for ensuring overall client satisfaction by managing day-to-day client facing administrative and all plan operational needs and requirements of the institutional client relationship.

The Client Services Manager provides critical support toward the efforts to increase plan efficiencies, growth in premium & transfers-in, new account acquisition to TIAA, and increasing asset retention. They are primarily responsible for increasing the consistency and quality of brand delivery as it relates to administrative efficiency, and the support for operational transactions, especially to those client administrators with daily responsibility for the retirement benefits program. Client Service Managers are primarily based in hubs but may be strategically located geographically based on business needs.

Key Responsibilities and Duties

  • Manages a wide range of products to ensure excellent services and practices.

  • Maintains and expands existing relationships with clients through excellent customer service.

  • Responds to customers' inquiries and manages problems that may arise with products and services.

  • Tracks and maintains records of products in order to meet or exceed sales goals.

  • Monitors services and operations to ensure that organizational policies and standards are met.

Qualifications

  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level

6IC

Client Services Manager, IR

The Client Services Manager works with business partners on the implementation of business plans and strategy and is responsible for structuring interaction, communication, processes and activities that deliver on strategy and goals. The Client Services Manager is responsible for ensuring overall client satisfaction by managing day-to-day client facing administrative and all plan operational needs and requirements of the institutional client relationship.

The Client Services Manager provides critical support toward the efforts to increase plan efficiencies, growth in premium & transfers-in, new account acquisition to TIAA, and increasing asset retention. They are primarily responsible for increasing the consistency and quality of brand delivery as it relates to administrative efficiency, and the support for operational transactions, especially to those client administrators with daily responsibility for the retirement benefits program. Client Service Managers are primarily based in hubs but may be strategically located geographically based on business needs.

Key Responsibilities and Duties

  • Manages a wide range of products to ensure excellent services and practices.

  • Maintains and expands existing relationships with clients through excellent customer service.

  • Responds to customers' inquiries and manages problems that may arise with products and services.

  • Tracks and maintains records of products in order to meet or exceed sales goals.

  • Monitors services and operations to ensure that organizational policies and standards are met.

Qualifications

  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level

6IC

Potential Salary: $77,000.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).


Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

DirectEmployers