Senior Client Service Manager, Retirement Plans — Remote

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

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid/Remote work

Job summary

Principal Financial Group is seeking a Senior Associate, Client Service Manager in the unbundled retirement division to nurture client relationships and service requests via email or phone. You will handle retirement plan inquiries, coordinate with partners, and contribute to accurate, timely deliverables.

The role requires 2+ years in client service within financial services or retirement operations, strong communication, and proficiency in Microsoft Office. Hybrid/remote options supported.

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.
• Attention to detail with data discrepancies and accuracy.
• Proficient in Microsoft Office and experienced in recordkeeping or workflow systems.
• Able to manage multiple priorities in a fast-paced environment.

Responsibilities

• Independently manage a portfolio of clients, delivering support on retirement plan management and participant inquiries.
• Review and approve routine retirement plan transactions while ensuring accuracy.
• Prepare client-facing and internal reports, ensuring transparency and accuracy.
• Recommend enhancements to processes, workflows, and reporting for efficiency and client experience.
• Perform other job-related duties and special projects as needed.

Skills

Client service

Communication

Microsoft Office

Attention to detail

Project coordination

Tools

Microsoft Office

Recordkeeping systems

Job description

Principal Financial Group is seeking a Senior Associate, Client Service Manager in the unbundled retirement division to nurture client relationships and service requests via email or phone. You will handle retirement plan inquiries, coordinate with partners, and contribute to accurate, timely deliverables.

The role requires 2+ years in client service within financial services or retirement operations, strong communication, and proficiency in Microsoft Office. Hybrid/remote options supported.