Client Relationship Specialist
The Client Relationship Specialist will support the development and execution of a consistent and scalable framework to support the TIAA Kaspick relationship management team in managing their client relationships. The role will focus on enabling the deepening of client relationships and engagement by driving and reinforcing standardized practices.
Key Responsibilities and Duties
• Drives client relationship engagement management, resource coordination, and client peer engagement for the TIAA Kaspick relationship manager team through the consistent use of client data, CRM strategy, and other tools and reporting.
• Drives the consistent use of standardized routines and processes for TIAA Kaspick relationship managers and leaders to utilize and uncover areas of new business opportunity and properly engage with clients to meet business objectives.
• Works with key business partners to lead and drive the consistent delivery and adoption of client relationship and engagement strategies in alignment with broader goals.
• Works with TIAA Kaspick relationship management leadership to drive accountability to optimize learning and best practice sharing through resource development, metrics tracking, and with other partners across TIAA Kaspick.
• Supports delivery and adoption of the Client Engagement framework and support for roles serving TIAA Kaspick clients.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications:
Preferred Qualifications:
- 3+ years of relationship management experience
- 3+ years of nonprofit experience
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Anticipated Posting End Date:
2026-11-16
Base Pay Range: $112,000/yr - $168,000/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).
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