Associate, Client Service Specialist

Principal Financial Group • Des Moines, IA

4d • Remote

About The Position

Are you detail-oriented, client-focused, and looking for an opportunity to make a meaningful impact? Join our team and play a key role in delivering exceptional retirement plan services to our clients. As an Associate, Client Service Specialist, you'll partner with internal teams and external stakeholders to support plan administration, solve problems, ensure accuracy, and help deliver a seamless client experience.
Support daily operations and plan services, including pension services, compliance reporting, large asset transactions, or Defined Benefit client tasks as assigned. Complete tasks accurately and on time. Follow established workflows and escalate issues when needed to maintain service quality and client happiness.
Assist with assigned client accounts and internal partners to ensure accurate and compliant plan administration. Help address member-level issues, special timing requests, and routine data reconciliation.
Maintain a solid understanding of recordkeeping systems, plan, contract, and pension documents; use this knowledge to complete tasks accurately and resolve routine or moderately complex issues. Document actions taken and escalate more complex situations to senior team members. Contribute to a positive client experience through timely and reliable support.
Communicate clearly with internal and external clients to resolve routine plan or recordkeeping issues. Follow guidance on administrative procedures and documentation standards. Collaborate with internal stakeholders to support reliable service delivery.
Run standard reports using Webi, Business Objects, or other tools as directed. Identify basic data patterns to assist with recommendations and improvements. Ensure accurate and consistent reporting to support client service.
Follow established procedures while finding opportunities for process improvement. Participate in training, special projects, or ad hoc initiatives.
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!

Requirements

• 1+ year of experience in client service, financial services, or retirement plan operations, or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Working knowledge of recordkeeping systems, plan, contract, and pension documents.
• Ability to support internal tasks, assist with problem-solving, and provide guidance to teammates as needed.
• Ability to work independently and collaboratively in a team environment, with a sense of urgency to meet client needs, while ensuring accurate and timely support contributes to overall client satisfaction.
• Basic written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, and problem-solving skills.

Nice To Haves

• Working knowledge of plan administration, recordkeeping systems, and defined contribution/defined benefit plans is a plus.
• Familiarity with plan and contract documents, administrative manuals, procedures, and company products and services is helpful.

Responsibilities

• Support daily operations and plan services, including pension services, compliance reporting, large asset transactions, or Defined Benefit client tasks as assigned.
• Complete tasks accurately and on time.
• Follow established workflows and escalate issues when needed to maintain service quality and client happiness.
• Assist with assigned client accounts and internal partners to ensure accurate and compliant plan administration.
• Help address member-level issues, special timing requests, and routine data reconciliation.
• Maintain a solid understanding of recordkeeping systems, plan, contract, and pension documents; use this knowledge to complete tasks accurately and resolve routine or moderately complex issues.
• Document actions taken and escalate more complex situations to senior team members.
• Contribute to a positive client experience through timely and reliable support.
• Communicate clearly with internal and external clients to resolve routine plan or recordkeeping issues.
• Follow guidance on administrative procedures and documentation standards.
• Collaborate with internal stakeholders to support reliable service delivery.
• Run standard reports using Webi, Business Objects, or other tools as directed.
• Identify basic data patterns to assist with recommendations and improvements.
• Ensure accurate and consistent reporting to support client service.
• Follow established procedures while finding opportunities for process improvement.
• Participate in training, special projects, or ad hoc initiatives.

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: No Education Listed