Client Services Manager II

We need to output only HTML fragment, no html/body tags, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Include sections only if posting has real specific content. We need to parse the posting. Content: - Title: The Client Services Manager II (CSM II) works with business partners... (description). This is about the role. - Responsibilities: list of 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: "Career Level 7IC" - 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" - Anticipated Posting End Date: "2026-10-02" - Base Pay Range: "$63,800/yr - $99,600/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: paragraphs about TIAA. - Benefits And Total Rewards: description. - Equal Opportunity etc: boilerplate to remove. - Accessibility Support etc: remove. - Drug and Smoking Policy etc: remove. - Privacy Notices etc: remove. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Thus we keep: About the role (description), Responsibilities, Requirements/Educational/Experience/Licenses maybe combine into Requirements and Qualifications? The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. - About the role: the introductory paragraph(s) describing role. - Responsibilities: list of duties. - Requirements: maybe educational requirements, work experience, FINRA registrations, licenses/certifications, physical requirements, career level? Could be considered requirements. - Qualifications: maybe similar to requirements? Might be overlapping. But we need to avoid filler. Could combine educational and experience under Requirements, and maybe Qualifications for skills? But we have separate Skills heading. Better: Requirements: educational, experience, FINRA, licenses, physical, career level. Qualifications: maybe not needed if we already covered. But we could put "Preferred" items? However we have "Preferred" in education and experience. Could put them under Requirements as well. Skills: list of related skills. Benefits: from Benefits And Total Rewards section. Pay: base pay range and incentive info. Schedule: not present; we should not create Schedule section unless posting actually states it. No schedule info, so omit. We also need to include Anticipated Posting End Date? Not a standard heading; maybe could be placed under About the role as a short paragraph? But instruction says do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

or drop it. Posting end date is minor metadata; we can include in a short

under About the role or maybe at end. Probably include as a short paragraph. Company Overview: could be part of About the role? Might be separate but we have no heading for company overview. Could fold into About the role as additional paragraph. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from company overview, benefits, etc. Thus we need sections:

About the role

... (intro description + company overview + posting end date maybe)

Responsibilities

• ... each duty

Requirements

• University degree preferred
• 3+ years required; 5+ years preferred
• FINRA registrations: Series 6 or 7; Series 63
• 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

Benefits

... benefits description

Pay

Base Pay Range: $63,800/yr - $99,600/yr. Actual base salary may vary based upon 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 participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

We need to ensure we don't repeat job title as heading. Already not. We must not include boilerplate like Equal Opportunity etc. Remove. Check for duplicated lines: we have not. Now produce HTML fragment only. Make sure to use proper HTML:

About the role

then

...

. For lists:

• ...

. We need to preserve all substantive information: include company overview text, benefits text. Let's extract company overview paragraph: "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." We need to keep that exactly (maybe preserve apostrophes etc). We'll include as part of About the role paragraph after the role description. Role description 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 combine these two paragraphs into one

maybe with line breaks? But we can just put them as separate

under same heading? The instruction: use

for prose. Could have multiple

under heading. That's fine. We also need to include Anticipated Posting End Date: "2026-10-02". Could add as a short

maybe after company overview. Thus About the role section will have multiple

elements: role description, company overview, posting end date. Now Responsibilities: list each duty as

. Need to split sentences. Duties list from text: - 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. Make sure to keep exact phrasing. Now Requirements: list items. - University (Degree) Preferred - 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 could phrase as sentences. Now Skills: list each skill separated by commas in original; we need each as

. 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 Make each as

. Now Benefits: extract Benefits And Total Rewards paragraph: "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 prose

. Remove the instruction to review Benefits Summary? It's part of the substantive info; we keep. Now Pay: we have base pay range and incentive info. We need to include the exact text: "Base Pay Range: $63,800