Associate, Client Service Transfer Coordinator
About The Position
As an Associate, Client Service Transfer Coordinator in our retirement client onboarding service area, you'll be responsible for independently establishing and maintaining strong relationships with prior providers to effectively transition clients to Principal's retirement plans. Your day will be filled with: Working with prior providers to confirm data gathering and transmission needs to assure timely and accurate transition of transfer funds for emerging to medium sized plans. Working closely with Transition Managers as well as other team members to collaborate and ensure all prior records transition smoothly and accurately. Identifying any issues with the prior data for resolution involving the Transition Manager and client. Communicating with external clients, Advisors, and TPA's during transition of retirement plan. Provide mentoring and training to internal and external customers. Make recommendations for procedure updates. 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
- At least 4+ years of related experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong working knowledge of computer applications including key Microsoft Office programs such as Excel and Outlook.
- Strong problem-solving, analytical, math, negotiation, detail oriented, and decision-making skills.
- Excellent time management, planning and organizational, and verbal and written communication skills.
- Self-starter who can work independently with all job levels.
- Strong attention to accuracy with ability to maintain confidentiality.
Nice To Haves
- Pension recordkeeping knowledge preferred
- Knowledge of business unit products is preferred.
Responsibilities
- Working with prior providers to confirm data gathering and transmission needs to assure timely and accurate transition of transfer funds for emerging to medium sized plans.
- Working closely with Transition Managers as well as other team members to collaborate and ensure all prior records transition smoothly and accurately.
- Identifying any issues with the prior data for resolution involving the Transition Manager and client.
- Communicating with external clients, Advisors, and TPA's during transition of retirement plan.
- Provide mentoring and training to internal and external customers.
- Make recommendations for procedure updates.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
