Principal Financial Group-posted 1 day ago
$20 - $32/Yr
Full-time • Mid Level
Hybrid • Des Moines, IA
5,001-10,000 employees

As a Client Service Specialist II, you’ll put your communication skills and attention to detail into action and help make a positive impact on the clients we service. You will excel in this role by having a strong ability to learn, and be empowered to make your own decisions. Your day will be filled with: Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service. Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures. Reviewing and analyzing data for reasonability and accuracy. Recognizing and research unusual or complex situations and provide timely resolutions to business partners and clients. Developing an extensive knowledge of our recordkeeping system and processes in order to assist and support work queues managed by the traditional CSS role. 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!

  • Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
  • Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
  • Reviewing and analyzing data for reasonability and accuracy.
  • Recognizing and research unusual or complex situations and provide timely resolutions to business partners and clients.
  • Developing an extensive knowledge of our recordkeeping system and processes in order to assist and support work queues managed by the traditional CSS role.
  • High school diploma or equivalent required, and 2+ years of related work experience.
  • Strong written and verbal communication skills, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem solving skills.
  • Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
  • Preferred experience working with a variety of retirement products (DC, DB, ESOPs and KSOPs).
  • Proven understanding of accounting and recordkeeping systems and PC applications such as Express, IBPM and Salesforce, along with strong skills within Excel and WEBI report experience is preferred.
  • Knowledge of plan and contract documents, manuals, procedures, and Company products and services.
  • 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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service