What are the responsibilities and job description for the Client Services Manager II position at TIAA?
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), PreferredFINRA Registrations SRC Indicator: Series 6 or 7; Series 63Physical Requirements Physical Requirements: Sedentary WorkPreferred Education University (Degree) Career Level 6IC REQUIRED QUALIFICATIONS: Minimum 2 years of institutional client service/sales experience FINRA Series 6 or 7 and 63 licenses required and must comply will all regulatory requirements and remain in good standing with all regulatory agencies Ability to travel up to ~ 10% and may change when Institutional in person visits resume DESIRED QUALIFICATIONS: Basic understanding of plan administration and design Bachelor’s Degree highly preferred Strong relationship building skills Proven success handling complex, technical and sensitive sessions or inquiries Ability to deliver administrator training, education/communication workshops Prior experience analyzing Plan and Participant data in support of service and business strategy Knowledge of financial markets, products and services Technical proficiency with MS Office Products, including Excel, PowerPoint and Access, as well internal CRM applications such as Salesforce, Siebel Time Management skills Project management experience Ability to work independently and with business partners #LI-KR1 Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Base Pay Range: $58,500/yr. - $109,000/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. 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. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box
Salary : $58,500 - $109,000
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