Financial Markets Impact jobs

Client Services Manager II

TIAA · Posted Nov 11, 2026

Charlotte, North Carolina, United States
On-site
Full-time · Manager
$64K–$100K per year
3–5 years

Apply with RefersoAI Apply on careers page

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.

Compensation

Base Pay Range: $63,800/yr - $99,600/yr

Responsibilities

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.

Requirements

University (Degree) Preferred
Nice to have: Retirement Planning Selling

Skills

Client Relationship Management Business Acumen Business Development Financial Markets Impact

TRAC Support Specialist

TRAC Support Specialist

Compensation

Responsibilities

Requirements

Skills

Benefits

Client Services Manager II

Compensation

Responsibilities

Requirements

Skills

Benefits