Client Service Specialist - NQ - Principal Financial Group

What You'll Do:

We’re looking for a Client Service Specialist to join our Non-Qualified Operations team. In this role, you’ll work within your Client Focused Team as well as with internal and external customers to deliver excellent client service.

• Support, coordinate and prioritize daily work to meet service expectations.
• Communicate exceptions to service standards and opportunities for improvement while delivering accurate and timely retirement plan administrative services.
• Accurately, consistently and efficiently execute daily record keeping and asset transactions. Follow documented procedures and ensure documentation of your work is thorough and meets audit requirements.
• Communicate effectively within the Client Focused Team and with internal and external partners regarding complex record keeping needs, special timing requests, client projects, and plan/participant data. Ensure all client needs are met by monitoring CFT data, shared inbox and reporting.
• Maintain a comprehensive knowledge of our record keeping systems, nonqualified tools, and technology enhancements/changes.
• Partner with team to ensure updated documentation and perform other job-related duties or special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are:

• Preferred Bachelor's degree or equivalent experience, plus 4+ years work related experience.
• Required skills include exceptional written and verbal communication, basic math, reading comprehension, time management, critical thinking, and problem solving.
• Requires in-depth knowledge of plan and contract documents, manuals, procedures, and Company products and services.
• Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall department goals.
• Must possess an in-depth understanding of PC applications (Microsoft Office – Word and Excel primarily).

Skills That Will Help You Stand Out

• Prior record keeping or retirement industry experience.

Salary Range Information:Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Salary Range:$18.39 - $35.19 / hourTime Off Program:Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.Pension Eligible:YesAdditional Information:

Work Environments

 

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.

Job level

We’ll consider talent at the next level with the right experiences and skills.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window:We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.Date First Posted (TTF):9/25/2024Latest Post Date: Careers - US:9/25/2024

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