Senior Associate, Client Service Transfer Coordinator NQ

Principal International; Raleigh, Des Moines (NC, IA, FL); Híbrido; USD 56.000 - 126.000; Jornada completa

Descripción de la vacante

Principal International is seeking a Sr Associate, Client Services Transfer Coordinator to join our Non-Qualified Onboarding and Deconversion Team. You will coordinate the transition of plan data and assets from prior providers to Principal’s retirement platform, focusing on accuracy, timeliness, and data integrity.

You’ll work independently while partnering with prior providers, Client Onboarding Managers, clients, and internal teams.

Formación

• 4+ years of retirement plan servicing or financial services experience.
• Strong Microsoft Excel skills to analyze, organize, manipulate, and validate data.
• Analytical, mathematical, problem-solving, and decision-making skills.
• Attention to detail when working with complex data and financial information.
• Effective time management and ability to manage multiple priorities.
• Strong verbal and written communication and cross-team collaboration.
• Self-starter who can work independently and know when to escalate.
• Comfortable learning evolving technology including AI and automation tools.

Responsabilidades

• Coordinate with prior providers, Client Onboarding Managers, and internal partners to ensure the accurate and timely transition of plan data, records, and assets.
• Analyze, reconcile, and validate plan data, investigate discrepancies or transfer issues, and partner with appropriate teams to determine impacts and next steps.
• Utilize Excel and other technology to analyze, reformat, validate, and prepare data for upload, account creation, and asset transfers.
• Manage multiple assignments with varying timelines and complexity, effectively adjusting priorities and coordinating dependencies.
• Leverage AI, automation, and data tools to enhance accuracy and efficiency while maintaining appropriate quality controls.
• Support a collaborative team environment through knowledge sharing, training, teamwork, and continuous process improvement.

Conocimientos

Excel

Analytical skills

Attention to detail

Time management

Communication

Self-starter

AI/automation tools

Herramientas

Alteryx

Descripción del empleo

What You’ll Do

We’re looking for a Sr Associate, Client Services Transfer Coordinator to join our Non-Qualified Onboarding and Deconversion Team. In this role, you’ll coordinate the transition of plan data and assets from prior providers to Principal’s retirement platform, with a strong focus on accuracy, timeliness, and data integrity.

You’ll work independently while partnering closely with prior providers, Client Onboarding Managers, clients, and internal teams. Success in this role requires strong analytical and problem-solving skills, attention to detail, and curiosity about how technology, including AI and automation tools, can help make work more efficient and effective.

Here are a few of the things you'll do:

• Coordinate with prior providers, Client Onboarding Managers, and internal partners to ensure the accurate and timely transition of plan data, records, and assets.
• Analyze, reconcile, and validate plan data, investigate discrepancies or transfer issues, and partner with appropriate teams to determine impacts and next steps.
• Utilize Excel and other technology to analyze, reformat, validate, and prepare data for upload, account creation, and asset transfers.
• Manage multiple assignments with varying timelines and complexity, effectively adjusting priorities and coordinating dependencies.
• Leverage AI, automation, and data tools to enhance accuracy and efficiency while maintaining appropriate quality controls.
• Support a collaborative team environment through knowledge sharing, training, teamwork, and continuous process improvement.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• 4+ years of retirement plan servicing or financial services experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• Strong Microsoft Excel skills with the ability to analyze, organize, manipulate, and validate data.
• Strong analytical, mathematical, problem-solving, and decision-making skills, with the ability to research issues and determine appropriate next steps.
• Strong attention to detail and accuracy, particularly when working with complex data and financial information.
• Effective time management, planning, and organizational skills, including the ability to manage multiple priorities and deadlines.
• Strong verbal and written communication skills and the ability to build productive working relationships across teams and job levels.
• Self-starter who can work independently, take ownership of assigned work, and recognize when additional input or escalation is needed.
• Comfortable learning and using evolving technology, including AI and automation tools, to improve efficiency, problem-solving, and quality.

Skills That Will Help You Stand Out

• Background in retirement plans, financial services, implementation, conversions, transfers, or other data-intensive operational work.
• Demonstrated ability to reconcile, analyze, and validate complex or large data sets.
• Experience using tools such as Alteryx or other data preparation, automation, or analytical tools.
• Demonstrated interest in using AI, automation, or other technology to simplify work, solve problems, or improve processes.
• A track record of identifying process improvements and helping turn ideas into practical, sustainable solutions.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$55800 - $126000 / year

Salary Details

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Wichita, KS:
  • Sr Associate, Client Services Transfer Coordinator: $55,800 - $75,600 / year
  • Client Services Transfer Coordinator: $69,300 - $94,500 / year
• Des Moines, IA:
  • Sr Associate, Client Services Transfer Coordinator: $58,900 - $79,800 / year
  • Client Services Transfer Coordinator: $73,150 - $99,750 / year
• Charlotte, NC:
  • Sr Associate, Client Services Transfer Coordinator: $62,000 - $84,000 / year
  • Client Services Transfer Coordinator: $77,000 - $105,000 / year
• Chicago/Minneapolis:
  • Sr Associate, Client Services Transfer Coordinator: $68,200 - $92,400 / year
  • Client Services Transfer Coordinator: $84,700 - $115,500 / year
• Los Angeles/New York City:
  • Sr Associate, Client Services Transfer Coordinator: $74,400 - $100,800 / year
  • Client Services Transfer Coordinator: $92,400 - $126,000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Yes

Job level

We’re open to hiring in at the next level with the right skills and experience.

Client Services Transfer Coordinator - NQ

• 6+ years of retirement plan servicing or financial services experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• Background in retirement plans, financial services, implementation, conversions, transfers, or other data-intensive operational work.

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Raliegh,NC & Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

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