Associate, Client Service Manager

Principal Financial Group • Waco, TX

6d • Onsite

About The Position

The Associate, Client Service Manager grows and maintains positive client relationships and services client requests by email or phone. The role works closely with clients, third-party consultants, and Relationship Managers to understand client needs, coordinate service delivery, and resolve issues and requests in a timely manner. Success requires strong interpersonal, organizational, and prioritization skills, along with the ability to balance workload independently.

The position is based in Principal’s Waco, Texas office and begins fully onsite. As the employee becomes established and proficient, a transition to a hybrid schedule may be possible based on performance and business needs. The role may include some travel.

Requirements

• At least 1 year of experience in client service, financial services, or retirement plan operations, or equivalent demonstrated through work experience, training, military experience, or education.
• 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.
• Ability to balance working independently with working in a team environment and display urgency in meeting customer needs and overall pension goals.
• Good understanding of accounting and recordkeeping systems and PC applications.
• Demonstrated proficiency with Microsoft Office.

Nice To Haves

• Knowledge of pension products.
• Intermediate Excel skills, including VLOOKUP, data filtering, and sorting.

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.
• Provide consolidated, timely, and complete reporting to meet client needs, including communicating 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 comprehensive knowledge of the recordkeeping system and develop working knowledge of plan, contract, and pension documents.
• Perform other job-related duties or special projects as required.

Benefits

• Hourly employees receive accrued Personal Time Off (PTO), usable for vacation, personal time, or short-term illness.
• Eligible for a bonus program as a non-sales position.
• Pension eligible.
• The company offers comprehensive, competitive benefits intended to support employees’ physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed