Advisor Relationship Associate

Principal Financial Group • Charlotte, NC

2d • Hybrid

About The Position

As an Advisor Relationship Associate, you will be responsible for providing fundamental services and support to financial professionals in order to acquire new business and serve, grow and retain existing retirement business. Alongside Advisor Care teammates, serve as a key point of contact to financial professionals and their support staff. Coordinate with other service teams across RIS.

Customer Service & Relationship Management: Partner with Advisor Relationship Consultant/Specialist as a key point of contact to the advisor to deliver excellent service. Ensure deliverables are appropriate, complete, and accurate. Take ownership of escalated/time-sensitive service issues. Clear, concise communication is required with both internal and external audiences.

Business Operations & Analysis: Coordinate with internal partners & manage investment and fee change process. Create and maintain accurate documentation in Salesforce.

Technology & Process Improvement: Leverage technology to improve efficiency and quality. Maintain proficiency in business software including Excel, Word, PowerPoint, Teams, OneNote and other programs. Identify and recommend process improvements. Create case documentation and maintain accurate records.

Development: Serve as Subject Matter Expert for designated topics. Participate actively in team meetings and knowledge sharing – training initiatives. Support cultural initiatives and demonstrate Core Values.

Perform other job-related duties or special projects as required.

Requirements

• Bachelor’s degree or equivalent experience of 2+ years in the retirement industry.
• Prior experience working in customer care and/or experience working directly with Advisors.
• Strong written/oral communication skills with the ability to interpret needs from business partners and external clients.
• Good organizational skills.
• Strong Excel, Word, PowerPoint and other technology skills.
• Ability to work independently and collaborate positively with an open mind in a team environment.
• Ability to work well under pressure and handle multiple priorities and sensitive deadlines.
• Analytical and problem-solving skills.
• Resourceful and able to be solution-oriented.

Responsibilities

• Provide fundamental services and support to financial professionals to acquire new business and serve, grow, and retain existing retirement business.
• Serve as a key point of contact to financial professionals and their support staff, in conjunction with Advisor Care teammates.
• Coordinate with other service teams across RIS.
• Partner with Advisor Relationship Consultant/Specialist as a key point of contact to the advisor to deliver excellent service.
• Ensure deliverables are appropriate, complete, and accurate.
• Take ownership of escalated/time-sensitive service issues.
• Coordinate with internal partners and manage the investment and fee change process.
• Create and maintain accurate documentation in Salesforce.
• Leverage technology to improve efficiency and quality.
• Maintain proficiency in business software including Excel, Word, PowerPoint, Teams, OneNote and other programs.
• Identify and recommend process improvements.
• Create case documentation and maintain accurate records.
• Serve as Subject Matter Expert for designated topics.
• Participate actively in team meetings and knowledge sharing – training initiatives.
• Support cultural initiatives and demonstrate Core Values.
• Perform other job-related duties or special projects as required.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree