Remote Client Service Specialist – Retirement Plans

Principal Financial Group; United States; Remote; USD 28,000 - 44,000; Full time

Benefits offered by this job

Remote work options

Pension eligible

Time off program

Job summary

Principal Financial Group is seeking a Client Service Specialist to join the Defined Benefits Client Services Team. You will partner with client-facing roles, internal teams, and external customers to deliver excellent service, ensuring accurate retirement plan administration and timely processing.

The role supports daily operations, member issues, and data reconciliation, with remote work options and opportunities for process improvements.

Qualifications

• 2+ years in client service or retirement plan operations.
• Knowledge of plan administration, recordkeeping, and defined benefit plans is a plus.
• Familiarity with plan documents, procedures, and company products.
• Assist with internal tasks and problem-solving while guiding teammates.
• Strong written and verbal communication, interpersonal skills, and basic math.

Responsibilities

• Support daily operations and plan services for defined benefit clients.
• Assist with member-level issues and routine data reconciliation.
• Communicate with clients and internal partners to resolve issues.
• Run standard reports using Webi/Business Objects to aid decisions.
• Share knowledge and train teammates on standard procedures.
• Identify opportunities for small process improvements.

Skills

Client service

Financial services

Retirement plans

Problem solving

Communication

Attention to detail

Webi

Business Objects

Tools

Webi

Business Objects

Job description

Principal Financial Group is seeking a Client Service Specialist to join the Defined Benefits Client Services Team. You will partner with client-facing roles, internal teams, and external customers to deliver excellent service, ensuring accurate retirement plan administration and timely processing.

The role supports daily operations, member issues, and data reconciliation, with remote work options and opportunities for process improvements.