Job description
Client Services Manager I
The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service, business development and relationship building. This role will be immersed in the institutional business and gain experience interacting directly with clients, while refining data proficiency, soft skills and product and service knowledge.
Key Responsibilities and Duties
Career Level
6IC
#LI-KR1
Base Pay Range: $56,600/yr. - $94,400/yr.
The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service, business development and relationship building. This role will be immersed in the institutional business and gain experience interacting directly with clients, while refining data proficiency, soft skills and product and service knowledge.
Key Responsibilities and Duties
- Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
Respond to client service needs and own end to end identified tasks through a centralized service model.
Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations,
Builds institutional knowledge and relationships while enhancing functional understanding of TIAA services and products.
Submits and tracks service request work items appropriately in partnership with business partners.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Physical Requirements: Sedentary Work
Career Level
6IC
#LI-KR1
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).
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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.
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
.
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
.
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
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