Onboarding & Client Services Lead, Pension Risk Transfer

Principal Financial Group; Des Moines (IA); Hybrid; USD 56,000 - 88,000; Full time

Job summary

Principal Financial Group in Des Moines, IA is seeking a Senior Associate, Client Service Onboarding Manager to lead the onboarding of Pension Risk Transfer clients as the main liaison, ensuring complete and accurate participant records and guiding clients through the onboarding journey.

You will manage data issues, coordinate with sponsors, internal teams, and partners, and uphold regulatory guidelines while driving timely transitions to ongoing administration.

Qualifications

• 2+ years of client service or onboarding experience.
• Familiar with plan/policy administration and financial concepts.
• Ability to lead onboarding engagements and communicate clearly.

Responsibilities

• Manage onboarding for an assigned portfolio, serving as the primary point of contact and guiding stakeholders through onboarding process.
• Review, validate, balance, and update participant records to ensure data integrity.
• Lead onboarding for assigned clients, prepare data files, and coordinate data transfer within internal platforms.
• Identify potential risks, ensure regulatory compliance, and support internal audits.
• Collaborate with cross-functional teams to resolve issues and ensure smooth handoffs.

Skills

Client communication

Data validation

Onboarding leadership

Microsoft Office

Regulatory knowledge

Tools

Microsoft Office

Job description

Principal Financial Group in Des Moines, IA is seeking a Senior Associate, Client Service Onboarding Manager to lead the onboarding of Pension Risk Transfer clients as the main liaison, ensuring complete and accurate participant records and guiding clients through the onboarding journey.

You will manage data issues, coordinate with sponsors, internal teams, and partners, and uphold regulatory guidelines while driving timely transitions to ongoing administration.