Allison Clark
Senior Director, Client Support Services at TIAA | Charlotte, North Carolina, United States
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Allison Clark serves as the Senior Director of Client Support Services at TIAA, where she leverages her extensive expertise in retirement savings plans and client management to drive exceptional outcomes for clients and stakeholders alike. With a strong focus on Plan Reporting & Audit, Plan Management Services, and Outsourced Services Configuration, Allison is instrumental in ensuring that TIAA’s offerings meet the highest standards of quality and compliance. Her role also encompasses Participant Transition Management and Strategic Data Advisory, where she utilizes her problem-solving skills to navigate complex challenges and deliver tailored solutions that enhance client satisfaction.
Allison’s passion for coaching and developing talent is evident in her leadership style, which fosters a collaborative environment where teams are empowered to excel. She has successfully led various initiatives that not only exceed key business goals but also contribute to a culture of continuous improvement. Her ability to manage multiple responsibilities across diverse business functions demonstrates her critical decision-making skills and adaptability in a fast-paced industry.
In addition to her operational responsibilities, Allison is deeply committed to performance measurement and quality assurance, ensuring that TIAA maintains its reputation as a trusted partner for high-net-worth individuals (HNWI) and organizations alike. Her proficiency in Microsoft Office and securities, coupled with her Series 7 certification, further enhances her capability to provide strategic insights and drive impactful results. Through her leadership, Allison Clark continues to shape the future of client support services at TIAA, making a lasting impact on both her team and the clients they serve.
Senior Director, Client Support Services at TIAA in March 2024 to Present
Director, Plan Reporting & Audit at TIAA in October 2020 to March 2024
Senior Manager, Plan Reporting & Audit at TIAA in October 2019 to October 2020
Manager, Plan Reporting & Audit at TIAA in July 2015 to October 2019
Assistant Vice President - Lead Manager, Brokerage & Personal Services Group at T. Rowe Price in July 2014 to July 2015
Assistant Vice President - Lead Manager, Participant Service Center at T. Rowe Price in October 2013 to July 2014
Supervisor, Participant Service Center at T. Rowe Price in October 2011 to October 2013
Senior Representative, Participant Service Center at T. Rowe Price in April 2011 to October 2011
401 (k) Representative/Specialist, Participant Service Center at T. Rowe Price in June 2010 to April 2011
Student at Duke University in August 2006 to May 2010
Development Intern at CENTERSTAGE in May 2009 to August 2009
Intern at T. Rowe Price in May 2006 to May 2006
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Communication
G&A
Problem Solving
Critical Thinking
Attention to Detail
401(k) Retirement Savings Plans
403(b) Plans
Brokerage
High-Net-Worth Individuals (HNWI)
Performance Measurement
Leadership Development
Talent Management
Business Case Preparation
Financial Services
Operations Management
Customer Service
401k
Series 63
Mutual Funds
Securities
Investments
Microsoft Office
Microsoft Excel
SharePoint
Coaching
Leadership
Retirement Services
403b
ERISA
Form 5500
Contact Center Management
FINRA
401k Rollovers
Series 6
Series 7
Series 24
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Discover more about TIAAWhat is Allison Clark email address?
Email Allison Clark at [email protected] and [email protected]. This email is the most updated Allison Clark email found in 2026.
What is Allison Clark phone number?
Allison Clark phone number is +19045997283 and +18137676199.
How to contact Allison Clark?
To contact Allison Clark send an email to [email protected] or [email protected]. If you want to call Allison Clark try calling on +19045997283 and +18137676199. (updated on October 31, 2024)
What is Allison Clark net worth?
Allison Clark has an estimated net worth of $750,000 to $999,999
What company does Allison Clark work for?
Allison Clark works for TIAA
What is Allison Clark's role at TIAA?
Allison Clark is Senior Director, Client Support Services
What industry does Allison Clark work in?
Allison Clark works in the Financial Services industry.
Allison Clark Email Addresses
Allison Clark Phone Numbers
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