Client Services Manager Ii

TIAA

Base: $75,700pyr - $105,000pyr; bonus: pyrticipyti...
3+ years of relevant work experience
Series 6 or series 7 finra registration
Life and health insurance license
The Client Services Manager II is responsible for structuring interactions and processes to deliver on business goals and increase client satisfaction

Job Summary

  • The Client Services Manager II is responsible for structuring interactions and processes to deliver on business goals and increase client satisfaction.
  • This role serves as the primary administrative point of contact and advocate for assigned institutions while driving best practices to improve client outcomes.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The Client Services Manager II is responsible for structuring interactions and processes to deliver on business goals and increase client satisfaction.

Salary

Base: $75,700/yr - $105,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 3+ years of relevant work experience
  • Series 6 or Series 7 FINRA registration
  • Life and Health Insurance License
  • Strong client relationship management skills
  • Data driven insights for operational efficiency

Nice-to-have

  • 5+ years of preferred experience
  • Business development and growth mindset
  • Collaborative team environment participation
  • Experience with institutional clients
  • Future-focused AI tool utilization

Key Requirements

  • University Degree (Preferred)
  • 3+ Years Required Experience; 5+ Years Preferred
  • Series 6 or 7 FINRA Registration
  • Series 63 License
  • Life and Health Insurance License (Resident State)

Work Rights

Not specified

Tailored Resume

Cover Letter