Client Service Transition Manager

Principal Financial Group • Minneapolis, MN

5h • $55,800 - $80,300

About The Position

We’re looking for a Client Service Transition Manager to join our Retirement and Income Solutions Transition team! In this role you’ll lead projects, provide operational support and act as a consultant for conversions, deconversions and up sell activities for trust and custody plans. You'll put your collaboration and project management skills into action to ensure high quality and efficient service to meet customer expectations.
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

• Bachelor's degree or 7+ years of client services or financial services experience
• Strong project management background with the ability to manage multiple priorities and deadlines
• Advanced Microsoft Office skills, including PowerPoint, Excel, Word, Outlook, and Teams
• Highly detailed and solutions‑oriented, with the ability to identify and resolve recurring issues
• Excellent collaboration, communication, organizational, and presentation skills

Nice To Haves

• Extensive exposure to trust operations and asset processing
• Knowledge of Trust 3000
• Experience with compliance documentation and regulatory requirements
• Direct client‑facing experience

Responsibilities

• Work closely with Clients, Relationship Managers, Sales, Middle Office Underwriting Document and PCS operations and external partners team to reconcile trust assets and process cash/security accurately.
• Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners - the conversions will include Internal/External Meetings and Planning and Day to Day Processing conversations
• Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results
• Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce)

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees