BD Customer Experience Specialist I — Hybrid Support

Principal International; Des Moines (IA); Hybrid; USD 28,000 - 50,000; Full time

Benefits offered by this job

Pension Eligible

Time Off Program

Hybrid work model

Job summary

Principal International is hiring a BD Customer Experience Specialist I to support business unit professionals, representatives, and clients in our Broker Dealer Services space. You will ensure information is complete, clear, and accurately communicated while maintaining confidentiality.

You’ll handle daily calls and chats, provide system assistance for trading and portfolio management, and respond to emails from financial professionals and customers.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Strong customer service, organizational and phone skills.
• Excellent verbal and written communication abilities.
• Self-motivated, team-oriented, able to multi-task and maintain confidentiality.

Responsibilities

• Provide daily phone and chat support to financial professionals and clients related to brokerage accounts.
• Offer system assistance and educate users on software for entering trades, viewing accounts, and managing portfolios.
• Handle emails from financial professionals and customers as needed.

Skills

Customer service

Communication

Multi-tasking

Teamwork

Confidentiality

Basic computer skills

Education

Bachelor’s degree or equivalent

Job description

Principal International is hiring a BD Customer Experience Specialist I to support business unit professionals, representatives, and clients in our Broker Dealer Services space. You will ensure information is complete, clear, and accurately communicated while maintaining confidentiality.

You’ll handle daily calls and chats, provide system assistance for trading and portfolio management, and respond to emails from financial professionals and customers.