ESOP - Client Service Manager 1

Principal Financial Services • Des Moines, IA

279d • $67,500 - $105,600 • Remote

About The Position

Looking for a career with the opportunity to learn and belong to a great team in a high growth business? Come talk with us! If you are a great communicator, with strong numerical critical thinking skills, enjoy problem-solving and working closely with outstanding clients - this is an opportunity you cannot pass up! As a Client Service Manager on our Employee Stock Ownership Plan (ESOP) Administration team, you'll manage and provide consultation to several key client accounts handling all aspects of their ESOP plans. You'll proactively build relationships with C-Suite executives, company owners, financial executives and HR personnel while balancing technical activities of the plans. Educating, teaching and handling their unique requests provides for a very valued partner experience with your clients.

Requirements

• Bachelor's degree or equivalent experience. (Accounting or Finance preferred)
• 6+ years related business experience.
• Previous ESOP experience is required.
• Strong accounting, numerical critical thinking, and analytical skills.
• Strong written and verbal communication skills, including problem-solving and persuasion/negotiation skills.
• Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferences.
• Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
• Possess a strong understanding of accounting and record-keeping systems and PC applications, including Excel proficiency.

Responsibilities

• Develop a working knowledge of ESOP technical requirements to create and propose solutions to meet client needs.
• Understand and implement key features on plan documents such as performing trust accounting, compliance testing and government reporting.
• Take the lead on client ESOP allocations, reports, participant stock statements, and distribution and cash management services.
• Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc.

Benefits

• Flexible Time Off (FTO) for salaried employees.
• Pension Eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree