Job Information

TIAA Client Services Manager II in Charlotte, North Carolina

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



Base Pay Range: $58,700/yr. - $97,900/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


Privacy Notices

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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.