Retirement Plans Client Service Associate — Hybrid/Remote

Principal International; Iowa (LA); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Principal Asset Management is seeking an Associate, Client Service Manager to support an assigned group of clients, handling inquiries, processing retirement plan transactions, and maintaining records. The role emphasizes service standards and strong client relationships.

You will collaborate with operations, compliance, and advisor teams, navigate plan options, adhere to ERISA and IRS rules, and contribute to process improvements.

Qualifications

• At least 1 year in client service, financial services, or retirement plan operations or equivalent demonstrated through work experience, training, military experience, or education.
• Working knowledge of retirement plan administration and financial concepts, with the ability to apply procedures accurately and efficiently.
• Exposure to retirement products and services such as Defined Benefit, 401(k), 403(b), pension risk transfer group annuity contracts, or other defined contribution offerings preferred but not required.
• Strong attention to detail and ability to identify, troubleshoot, and resolve data discrepancies.
• Proficient in Microsoft Office and experienced with recordkeeping or workflow systems.
• Good communication skills and ability to interact professionally with clients and team members.
• Able to manage multiple tasks and prioritize in a fast-paced environment.
• Some travel may be required (10%).

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, or portal. Serve as a primary contact for plan sponsors, participants, and internal teams, providing guidance on retirement plan services.
• Process a wide range of retirement plan transactions. Ensure accuracy and compliance with internal procedures and regulatory requirements.
• Maintain and reconcile client and participant records, resolving discrepancies as they arise.
• Adhere to regulatory, legal, and company policies, including ERISA and IRS rules. Maintain confidentiality of sensitive client information and escalate unusual or complex issues.
• Generate reports, document interactions and transactions, and support audits or internal reviews.
• Collaborate with operations, compliance, and advisor teams to ensure smooth workflow and issue resolution. Recommend and implement process improvements to enhance efficiency, accuracy, and client experience.
• Perform other job-related duties and special projects as required.

Skills

Client service

Communication

Attention to detail

Multitasking

Tools

Microsoft Office

Recordkeeping systems

Job description

Principal Asset Management is seeking an Associate, Client Service Manager to support an assigned group of clients, handling inquiries, processing retirement plan transactions, and maintaining records. The role emphasizes service standards and strong client relationships.

You will collaborate with operations, compliance, and advisor teams, navigate plan options, adhere to ERISA and IRS rules, and contribute to process improvements.