Retirement Plans Client Service Associate

Principal Financial Group; Des Moines, Charlotte (IA, NC); Hybrid; USD 33,000 - 41,000; Full time

Benefits offered by this job

Hybrid work options

PTO and holidays

Employee pension plan

Equal opportunity employer

Job summary

Principal Financial Group seeks an Associate, Client Service Manager to join the DB Client Services team in Des Moines, IA. You will support client inquiries via phone, email, or portal, ensuring accurate processing and timely responses while maintaining service standards.

Responsibilities include handling retirement plan transactions, ensuring ERISA/IRS compliance, maintaining client records, and collaborating with operations and advisor teams to improve processes. Some travel may be required.

Qualifications

• At least 1 year of client service or retirement plan operations experience.
• Knowledge of retirement plan administration and financial concepts.
• Experience with Defined Benefit or 401(k) products preferred.
• Attention to detail and ability to resolve data discrepancies.
• Proficient in Microsoft Office and data/reporting processes.

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, or portal.
• Process a wide range of retirement plan transactions with accuracy.
• Adhere to ERISA, IRS rules and maintain confidentiality.
• Collaborate with operations, compliance, and advisor teams to improve processes.
• Support audits and document interactions and transactions.
• Perform other duties and special projects.

Skills

Client service

Financial services

Retirement plan operations

Microsoft Office

Tools

Recordkeeping systems

Workflow systems

CRM systems

Job description

Principal Financial Group seeks an Associate, Client Service Manager to join the DB Client Services team in Des Moines, IA. You will support client inquiries via phone, email, or portal, ensuring accurate processing and timely responses while maintaining service standards.

Responsibilities include handling retirement plan transactions, ensuring ERISA/IRS compliance, maintaining client records, and collaborating with operations and advisor teams to improve processes. Some travel may be required.