Senior Associate, Client Operations Analyst

Principal Financial Group•Raleigh, NC

7h•Hybrid

About The Position

The Senior Associate, Client Operations Analyst supports day-to-day client service activities by coordinating workflow, maintaining process documentation, preparing reporting, and responding to research requests. This role works with Client Service Managers and internal partners to support accurate, timely, and compliant service delivery for assigned clients.

Requirements

2+ years of experience in client service, financial services, or plan/policy operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Working knowledge of plan/policy administration and financial concepts, with the ability to apply procedures accurately and efficiently.
Strong attention to detail and ability to identify, troubleshoot, and resolve data discrepancies.
Proficient in Microsoft Office, Excel, and experienced with recordkeeping or workflow systems.
Good communication skills and ability to interact professionally with clients and team members.
Able to manage multiple tasks and prioritize in a fast-paced environment.

Nice To Haves

Non-Qualified plan experience is preferred.

Responsibilities

Supports daily work for assigned clients by tracking deliverables, organizing priorities, and escalating issues or exceptions as needed to help ensure timely service.
Assists with developing and updating client-specific process documentation to support consistency, knowledge sharing, and adherence to established requirements.
Prepares, reviews, and distributes routine and customized reports for clients and internal partners, helping ensure information is accurate and complete.
Works closely with Client Service Managers and internal teams to support client needs, address service questions, and help implement practical solutions.
Responds to research requests from clients and internal partners by gathering information, reviewing available data, and providing clear summaries or next steps.
Other duties as assigned.