Client Service Manager-NQ - Principal Financial Group

What You'll Do:

We’re looking for a Client Service Manager to join our Non-Qualified team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization!

• Partner with retirement plan service representatives and marketers to improve the relationship between customers and Principal.
• Establish and maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for all partners.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop a strong working relationship.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.

This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

 

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:

• You have a Bachelor's degree or equivalent 
• 4+ years of related experience required (non-qualified retirement plan, qualified retirement plan, or financial services experience preferred).
• FINRA Series 6 license will be required within 9 months of employment.
• Strong written and verbal communication, presentation and negotiation skills.
• On-site client visits may be required and/or minimum travel required.

Skills that will help you stand out:

• Accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.
• Able to build and maintain good relationships within the organization.
• Proficiency with MS Word and MS Excel.
• Demonstrates ability to build proven, positive relationships with clients and partners.
• Understands retirement concepts.

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:$51000 - $121200 / yearTime Off Program:Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension Eligible:YesAdditional Information:

Work Environments 

This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You’ll work with your leader to determine which option may align best based on several factors.  

Job level

We'll consider talent up to the CSM II level with the right experience and skills. Keep in mind, the minimum/maximum salaries provided do include the CSM through the CSM II opportunity.

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):11/7/2024Latest Post Date: Careers - US:11/7/2024

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