Associate, Client Service Manager

Principal Financial Group; Waco (TX); Presencial; USD 33.000 - 39.000; Jornada completa

Descripción de la vacante

Principal Financial Group in Waco, TX is seeking an Associate, Client Service Manager to grow and maintain positive relationships with our clients, servicing requests by email or phone. You will work with clients, third-party consultants, and Relationship Managers to understand needs and ensure timely resolution.

The role requires strong interpersonal, organizational, and prioritization skills, plus knowledge of plan and pension documents.

Formación

• 1+ year of experience in client service, financial services, retirement plan ops or equivalent.
• Strong written and verbal communication, interpersonal, math, organizational, reading comprehension, interpretation, negotiation and analytical/problem-solving skills.
• Knowledge of related plan and contract documents, manuals, procedures, and company products/services.
• Knowledge of Pension products preferred.

Responsabilidades

• Grow and maintain positive client relationships via email or phone.
• Coordinate service delivery with clients, third-party consultants, and Relationship Managers.
• Provide timely resolution of client requests and issues.
• Review and analyze data for reasonability and accuracy.
• Develop knowledge of plan, contract and pension documents and maintain recordkeeping system.

Conocimientos

Interpersonal skills

Organizational skills

Prioritization skills

Written & verbal communication

Data analysis

Negotiation

Microsoft Office proficiency

Herramientas

Microsoft Office

Descripción del empleo

What You'll Do

As an Associate, Client Service Manager, you’ll grow and maintain positive relationships with our clients, while servicing their requests by email or phone. To be successful, you'll have excellent interpersonal skills, be highly organized and have strong prioritization skills to independently balance your workload. This role works closely with clients, third-party consultants, and Relationship Managers to understand client needs, coordinate service delivery, and provide timely resolution of issues and requests.

Your day will be filled with:

• Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
• Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
• Reviewing and analyzing data for reasonability and accuracy.
• Recognizing and researching unusual or complex situations and providing timely resolutions to business partners and clients.
• Maintain a comprehensive knowledge of our recordkeeping system. Develop a working knowledge of plan, contract and pension documents.
• 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

• 1+ year of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Must have strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical and problem solving skills.
• Requires knowledge of related plan and contract documents, manuals, procedures, and company products and services.
• Knowledge of Pension products preferred.
• Have ability to balance working independently with working in a team environment and display a sense of urgency to meet customer needs and overall pension goals.
• Possess a good understanding of accounting and recordkeeping systems and PC applications.
• Demonstrated Microsoft Office proficiency is required.
• This role may include some travel.

Skills That Will Help You Stand Out:

• Intermediate Excel skills - VLOOKUP, data filtering, and sorting capabilities.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$24.21 - $28.32 / hour

Time 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

Yes

Work Environments

This role is based in our Waco, TX office and will begin with a fully onsite work schedule. Over time, as the individual becomes established and proficient in the role, there may be an opportunity to transition to a hybrid schedule based on performance and business needs.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.