Client Service Manager II

Principal Financial Group

69d • $67,500 - $121,200

About The Position

The Client Service Manager II will establish and maintain effective relationships with Retirement plan clients, to ensure growth in retirement savings, and profitability for all stakeholders. Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company. Independently deliver accurate and timely retirement plan administrative and marketing services. Communicate effectively with internal and external customers. Identify customers’ expectations and develop a strong working relationship. Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, and present a high degree of professionalism while representing the company. Market company products and services supporting the TRS strategy. Build and retain customer relationships and assets. Design and execute customer specific marketing plans to recognize the potential TRS customers. Maintain/exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers. Consulting clients and advisors on best practice solutions that our systems and processes are designed to efficiently deliver. Anticipate, quickly recognize, and research unusual or complex situations independently. Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients at risk and resolving complex client issues including client issues. Negotiate and implement solutions to meet both customer's and business unit goals. Provide prompt information and feedback to customers and management. Thoroughly document key decisions as they relate to plan and contract decisions. Manage Retirement plan services (e.g. reports, compliance, benefit payments) for assigned customers. Anticipate customer needs and assist them with complex plan administration including education and consulting on plan design, compliance, and contract and plan member services, recognizing the effects on customer retirement objectives. Assist with the training and mentoring of personnel on Retirement services. Serve as a role model for team by endorsing RIS department philosophies. Serve as a subject matter expert for high level retirement topics. Perform other job-related duties and special projects as required.

Requirements

• Bachelor's degree or equivalent experience.
• 6+ years related experience.
• Knowledge of Truist benefit payment processes is highly preferred.
• Strong written and verbal communication skills.
• Interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem-solving skills.
• Extensive knowledge and understanding of plan and contract documents, manuals, procedures, and company products and services.
• Advanced business unit knowledge and technical skills.
• Ability to balance working independently with working in a team environment.
• Basic understanding of accounting and recordkeeping systems and PC applications.
• Ability to coordinate a large volume of customer activities.

Responsibilities

• Establish and maintain effective relationships with Retirement plan clients.
• Partner with retirement plan service representatives and marketers.
• Deliver accurate and timely retirement plan administrative and marketing services.
• Communicate effectively with internal and external customers.
• Conduct meetings with customers and present a high degree of professionalism.
• Market company products and services supporting the TRS strategy.
• Build and retain customer relationships and assets.
• Design and execute customer specific marketing plans.
• Maintain/exceed profitability goals.
• Consult clients and advisors on best practice solutions.
• Anticipate and research unusual or complex situations.
• Negotiate and implement solutions to meet customer and business unit goals.
• Document key decisions related to plan and contract decisions.
• Manage Retirement plan services for assigned customers.
• Assist with complex plan administration.
• Train and mentor personnel on Retirement services.
• Serve as a subject matter expert for high level retirement topics.

Benefits

• Flexible Time Off (FTO) for salaried employees.
• Pension eligibility.
• Opportunity to participate in a bonus program for non-sales positions.
• Sales positions eligible for sales incentives and bonus plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees