Senior Client Service Manager: Nonqualified Plans

Principal Financial Group; Raleigh (NC); Hybrid; USD 56,000 - 109,000; Full time

Job summary

Principal Financial Group is seeking a Senior Associate, Client Service Manager to independently manage a block of Non-Qualified retirement plan clients, delivering accurate administration and client services. You will build relationships with clients and financial professionals to support retention, growth, and profitability while upholding core values.

You will collaborate with internal teams, guide clients through complex plan features, and apply strong communication and data accuracy skills

Qualifications

• 2+ years of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with some independent judgment.

Responsibilities

• Serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop strong working relationships.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.

Skills

Client service

Retirement plans

Financial concepts

Written and verbal communication

Attention to detail

Microsoft Office

Workload management

Tools

Microsoft Office

Recordkeeping systems

Workflow systems

Job description

Principal Financial Group is seeking a Senior Associate, Client Service Manager to independently manage a block of Non-Qualified retirement plan clients, delivering accurate administration and client services. You will build relationships with clients and financial professionals to support retention, growth, and profitability while upholding core values.

You will collaborate with internal teams, guide clients through complex plan features, and apply strong communication and data accuracy skills