Remote-Eligible Client Service Lead, Retirement Plans

Principal International; United States; Hybrid; USD 56,000 - 88,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid/Remote work options

Job summary

Principal Asset Management is seeking a Senior Associate, Client Service Manager to grow and maintain relationships with clients, advisors, and partners. You will handle requests via email or phone, ensuring accurate, on-time responses and high service standards across retirement plans.

The role emphasizes independent client management, collaboration with operations, compliance, and advisory teams, and ongoing contributions to process improvements and client retention.

Qualifications

• 2+ years of experience in client service, financial services, or retirement plan operations.
• Solid understanding of retirement plan administration and financial concepts.
• Previous experience working with retirement plans is required.
• Ability to guide clients and internal teams through complex plan features and processes.
• Effective written and verbal communication skills.

Responsibilities

• Independently manage a portfolio of clients, delivering support on retirement plan management and participant inquiries.
• Review and approve routine retirement plan transactions and analyze participant accounts.
• Prepare client-facing and internal reports; document interactions for audit readiness.
• Recommend process and reporting improvements to enhance efficiency and client experience.
• Perform other job-related duties and special projects as needed.

Skills

Client service

Retirement plans

Communication

Attention to detail

Multitasking

Tools

Microsoft Office

Recordkeeping systems

Workflow systems

Job description

Principal Asset Management is seeking a Senior Associate, Client Service Manager to grow and maintain relationships with clients, advisors, and partners. You will handle requests via email or phone, ensuring accurate, on-time responses and high service standards across retirement plans.

The role emphasizes independent client management, collaboration with operations, compliance, and advisory teams, and ongoing contributions to process improvements and client retention.