Senior Client Service Associate

Y-Axis; Remote; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Waco, TX, is seeking a Sr. Client Service Associate to enhance client relationships and ensure accurate reporting. The candidate must possess a Bachelor's degree, 2+ years of relevant experience, and strong communication and analytical skills. Proficiency in Microsoft Office is essential, with preferred knowledge of Excel functions. The position offers a salary range of $24.21 - $32.43 per hour, and remote work options are available.

Benefits

Personal Time Off (PTO)

Pension eligibility

Qualifications

• 2+ years of related experience required.
• Knowledge of pension products is preferred.
• Good understanding of accounting and record-keeping systems.

Responsibilities

• Collaborate with client‑facing roles to ensure excellent client service.
• Provide consolidated, timely, and complete reporting.
• Analyze data for accuracy and reasonability.

Skills

Strong written and verbal communication

Interpersonal skills

Organizational skills

Analytical and problem-solving skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Excel (VLOOKUP, data filtering)

Job description

Waco, Texas, United States - Full Time

Start Date: Immediate

Remote Job: Yes

Telecommute: Yes

Experience: 2 year(s) or above

Description

As a Sr. Client Service Associate, you’ll grow and maintain positive relationships with our clients, while servicing their requests by email or phone. To be successful, you'll have excellent interpersonal skills, be highly organized and have strong prioritization skills to independently balance your workload.

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!

Key Responsibilities

• Collaborate with client‑facing roles and communicate effectively with internal clients regarding special timing requests and routine employee data, while delivering excellent client service.
• Ensure client needs are met by providing consolidated, timely, and complete reporting, including communication on complex plan administration procedures.
• Review and analyze data for reasonability and accuracy.
• Recognize and research unusual or complex situations and provide timely resolutions to business partners and clients.
• Maintain a comprehensive knowledge of the record‑keeping system and develop a working knowledge of plan, contract, and pension documents.
• Perform other job‑related duties or special projects as required.

Qualifications

• Bachelor's degree or equivalent experience, plus 2+ years of related experience.
• Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical and problem‑solving skills.
• Knowledge of related plan and contract documents, manuals, procedures, and company products and services.
• Knowledge of pension products preferred.
• Ability to balance working independently with working in a team environment and display a sense of urgency to meet customer needs and overall pension goals.
• Good understanding of accounting and record‑keeping systems and PC applications.
• Demonstrated Microsoft Office proficiency is required.

Preferred Skills

• Intermediate Excel skills - VLOOKUP, data filtering, and sorting capabilities.

Salary and Benefits

Salary Range (Non‑Exempt expressed as hourly; Exempt expressed as yearly) $24.21 - $32.43 / hour.

Personal Time Off (PTO) is provided to hourly (non‑exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short‑term illness. Pension Eligible: Yes.

Work Environment: This role will be based on‑site in our Waco, TX office.

Work Authorization/Sponsorship: At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

EEO Statement

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.