Client Service Specialist

Principal Financial Group • UNAVAILABLE, UNAVAILABLE

2d • Remote

About The Position

We are looking for a Client Service Specialist to join our Defined Benefits Client Services Team! Partners with client-facing roles, internal teams, and external customers to deliver excellent service. Supports, coordinates, and prioritizes daily work to meet service expectations. Provides accurate and timely retirement plan administrative services, ensuring documentation and processing are completed with care and attention to detail.
Daily Operations & Core Plan Support: Support daily operations and plan services, including pension services, asset transactions, or Defined Benefit client tasks as assigned. Complete tasks accurately and on time. Monitor workflow, prioritize tasks, and bring up issues as needed to maintain service quality and client satisfaction.
Client Account Support & Problem Solving: Support assigned client accounts and internal partners, ensuring accurate and compliant plan administration. Assist with member-level issues, special timing requests, and routine data reconciliation. Recognize and research routine or slightly complex issues and propose solutions within established guidelines. Document key actions taken and raise more complex situations to senior specialists or managers. Contribute to a positive client experience through timely and reliable support.
Communication & Collaborator Engagement: Communicate clearly with internal and external clients to resolve plan or recordkeeping issues. Provide guidance on administrative procedures and documentation standards as appropriate. Collaborate with internal partners and cross-functional teams to support reliable service delivery. Share feedback on routine or moderately complex issues with clients, management, and internal collaborators.
Reporting & Analysis: Run standard reports using Webi, Business Objects, or other tools to support decision-making. Identify basic trends or patterns from data to assist with recommendations and improvements. Ensure accurate and consistent reporting to support client service.
Team Support & Knowledge Sharing: Provide guidance to colleagues on standard procedures and routine tasks. Assist with training or procedural updates as needed. Act as a reference for a limited set of technical topics to help the team resolve routine issues. Support the team in addressing challenges, advancing more complex issues as needed.
Process Improvement and Other: Follow established procedures while finding opportunities for small-scale process improvements. Contribute to 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

• 2+ years of experience in client service, financial services, or retirement plan operations is required.
• Equivalent experience can be demonstrated through work experience, training, military experience, or education.
• Skilled in working alone as well as alongside colleagues.
• You will respond swiftly to client demands and ensure support is accurate and timely, helping to improve client satisfaction.
• Strong 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 benefit plans is a plus.
• Familiarity with plan and contract documents, procedures, and company products and services is helpful.
• Assist with internal tasks, contribute to problem-solving, and guide teammates as necessary.

Responsibilities

• Support daily operations and plan services, including pension services, asset transactions, or Defined Benefit client tasks as assigned.
• Complete tasks accurately and on time.
• Monitor workflow, prioritize tasks, and bring up issues as needed to maintain service quality and client satisfaction.
• Support assigned client accounts and internal partners, ensuring accurate and compliant plan administration.
• Assist with member-level issues, special timing requests, and routine data reconciliation.
• Recognize and research routine or slightly complex issues and propose solutions within established guidelines.
• Document key actions taken and raise more complex situations to senior specialists or managers.
• Contribute to a positive client experience through timely and reliable support.
• Communicate clearly with internal and external clients to resolve plan or recordkeeping issues.
• Provide guidance on administrative procedures and documentation standards as appropriate.
• Collaborate with internal partners and cross-functional teams to support reliable service delivery.
• Share feedback on routine or moderately complex issues with clients, management, and internal collaborators.
• Run standard reports using Webi, Business Objects, or other tools to support decision-making.
• Identify basic trends or patterns from data to assist with recommendations and improvements.
• Ensure accurate and consistent reporting to support client service.
• Provide guidance to colleagues on standard procedures and routine tasks.
• Assist with training or procedural updates as needed.
• Act as a reference for a limited set of technical topics to help the team resolve routine issues.
• Support the team in addressing challenges, advancing more complex issues as needed.
• Follow established procedures while finding opportunities for small-scale process improvements.
• Contribute to 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: Yes
• Comprehensive, competitive benefit packages designed to safeguard their physical, financial, and social well-being.

What This Job Offers

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