Client Services Manager II

We need to output HTML fragment with sections only when content present. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content. Given posting: Title: The Client Services Manager II (CSM II) works... Already shown elsewhere, we must not repeat job title as heading. We need sections: - About the role: likely the introductory paragraph(s) describing role. The first paragraph: "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." We can put that in

. - Responsibilities: list of duties. The posting includes "Key Responsibilities And Duties" then a series of sentences separated by periods. We need to convert to

• . Let's extract each bullet: "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." We need to ensure we keep all. - Requirements/Educational Requirements: "Educational Requirements University (Degree) Preferred". Also "Work Experience 3+ Years Required; 5+ Years Preferred". Also "FINRA Registrations SRC Indicator: Series 6 or 7; Series 63". Also "Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required". Also "Physical Requirements Physical Requirements: Sedentary Work". Also "Career Level 7IC". Possibly we can combine into Requirements section. But we need to decide headings: Requirements, Qualifications, Skills. The posting includes "Related Skills" list: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling. We can put those under Skills. Qualifications maybe combine education, experience, licenses, etc. But we have both Requirements and Qualifications headings allowed. We need to include sections only if there is real specific content. We have content for both. We could put education, experience, licenses under Requirements, and maybe Qualifications could be left out if not distinct. But we have "Related Skills" separate. Could treat Skills as Skills section. Qualifications maybe not needed. However we need to avoid empty headings. So we can include Requirements (education, experience, licenses, physical, career level) and Skills (list). Possibly also Qualifications could be omitted. Pay: we have Base Pay Range: $63,800/yr - $99,600/yr plus note about actual base salary may vary and incentive program. So we have pay info. So we need Pay section. Schedule: not mentioned. No schedule info. So we should not include Schedule heading. Benefits: there is a Benefits And Total Rewards section describing benefits. So we need Benefits section. About the role: we have. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay. We must not repeat job title as heading. Use

  for each. We need to preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like EEO, accessibility, drug policy, privacy notices, company overview? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove company overview? It says remove boilerplate, but company overview may be considered not boilerplate? It's descriptive about TIAA. Might be considered not required? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." It does not explicitly say to remove company overview. However earlier they said "Preserve ALL substantive information; do NOT invent or summarize away detail." The company overview is substantive? It's about the company, not the job. Might be considered not needed for job posting but still substantive. However typical job posting extraction often excludes company overview. But the instruction didn't say to remove it. It only lists specific boilerplate types. Company overview is not listed. So we should keep it? But we have no section for company overview; we could include it under About the role? But About the role is for role description. Could add a separate section like "Company Overview" but not in allowed headings list. The allowed headings are limited to those enumerated. We should not create other headings. So we must either omit company overview or fold into About the role? The instruction: "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples but we should use those headings. Likely we should only use those headings. So we cannot add a Company Overview heading. We could incorporate company overview into About the role? But that would mix role description with company info. Might be okay but could be considered not accurate. However the instruction says preserve ALL substantive information. If we omit company overview, we lose info. But maybe it's considered boilerplate? Not exactly. However many job postings include company overview; but they didn't list it as boilerplate to remove. The safe approach: include it as a paragraph under About the role? Might be considered stretching. Alternatively, we could create a section "About the role" that includes both role description and company overview. The instruction didn't forbid adding extra content within sections. So we can put company overview paragraph inside About the role after role description. That preserves info. Thus About the role section will contain two paragraphs: first the role description, second the company overview. Now Benefits section: we need to extract the Benefits And Total Rewards paragraph(s). The text: "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." We should keep that as

  inside Benefits. Pay section: include base pay range and note about actual base salary may vary and incentive program. We'll put as

  . Now Requirements section: need to include education, experience, FINRA registrations, licenses, physical requirements, career level. We'll format as

  or maybe

  but not required. Use

  for prose. Could combine into sentences. Let's craft: Education: 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: Sedentary Work. Career Level: 7IC. We'll put as a paragraph with semicolons. Skills section: list of related skills. Use

  • . Now ensure we don't include any boilerplate like EEO, accessibility, drug policy, privacy notices, etc. Remove those. Also remove duplicated lines: there is "Physical Requirements Physical Requirements:" we need to handle. Now produce HTML. Let's construct:

    About the role

    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.

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

    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.
    • 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.

    Requirements

    Education: 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: Sedentary Work. Career Level: 7IC.

    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

    Benef