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Client Services Manager I
TIAA Charlotte, NC
$75k-97k (estimate)
Full Time | Investment Management 2 Months Ago
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TIAA is Hiring a Client Services Manager I Near Charlotte, NC

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 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.Educational Requirements University (Degree) PreferredWork Experience 2 Years Required; 3 Years PreferredFINRA Registrations SRC Indicator: Series 6 or 7; Series 63Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Base Pay Range: $56,600/yr. - $94,400/yr. 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. 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 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 Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$75k-97k (estimate)

POST DATE

01/28/2023

EXPIRATION DATE

06/16/2023

WEBSITE

tiaa.org

HEADQUARTERS

PITTSBURGH, PA

SIZE

15,000 - 50,000

FOUNDED

1998

TYPE

Private

CEO

CONSTANCE BLAHA

REVENUE

$10B - $50B

INDUSTRY

Investment Management

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The job skills required for Client Services Manager I include Customer Service, Client Service, Products and Services, Financial Services, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Manager I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Manager I. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Manager I positions, which can be used as a reference in future career path planning. As a Client Services Manager I, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager I. You can explore the career advancement for a Client Services Manager I below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Manager job description and responsibilities

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

02/16/2022: Shreveport, LA

They also ensure unsatisfied clients are compensated with free services, products, or discounts.

02/28/2022: Tucson, AZ

Client service managers oversee the hiring, orienting, and training of staff for the department.

01/16/2022: Yakima, WA

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

01/18/2022: Colorado Springs, CO

They develop policies and regulations necessary for ensuring client satisfaction.

03/08/2022: Poughkeepsie, NY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Manager jobs

Should be excellent communicators capable of leading a team.

02/21/2022: Utica, NY

Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.

02/12/2022: York, PA

As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.

02/02/2022: Canton, OH

Mastermind creative ways to deliver an exceptional client experience.

02/15/2022: Portland, ME

Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.

02/25/2022: New Haven, CT

Step 3: View the best colleges and universities for Client Services Manager.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
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