Vista previa generada por IA
Become a Client Services Manager II at TIAA – drive client satisfaction and operational excellence in Charlotte, NC.
Mid‑level role offering competitive pay, growth, and a chance to impact retirement programs.
Client Services Manager II
The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction. This role is responsible for increasing consistency and quality of TIAA service as it relates to administrative efficiency, operational transactions, and products especially to those client administrators with daily responsibility for the retirement benefits program. This role is critical to maintaining the client relationship, increasing plan efficiencies, growth in premium and transfers‑in, new account acquisition, and asset retention.
Key Responsibilities and Duties
- 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.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Related Skills
Comunicación, Desarrollo de negocios, Financial Markets Impact, Gestión de relaciones, Gestión de relaciones con los clientes, Inspires Others, Mentalidad comercial, Negociación, Rendición de cuentas, Resolución de problemas, Retirement Planning Selling, Visión comercial
Anticipated Posting End Date
2026-08-28
Base Pay Range
$75,700/yr - $105,000/yr
Actual base salary may vary
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
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people.
Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, weʼre on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrowʼs challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveenʼs entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clientsʼ lives grows stronger.
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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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
Drug and Smoking Policy
TIAA maintains a drug‑free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .
For Applicants of TIAA Global Capabilities, click here .
For Applicants of Nuveen residing in Europe and APAC, click here .