Senior Associate, Client Service Manager - NQ

Principal Financial Group • Raleigh, NC

2d • Hybrid

About The Position

As a Senior Associate, Client Service Manager, you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. You will independently establish and maintain effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. You will serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability. You will identify customer expectations and develop strong working relationships. You will use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues. 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 or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid understanding of retirement plan administration and financial concepts, with the ability to apply procedures accurately, efficiently, and with some independent judgment.
• Familiarity with retirement products and services such as Excess Plans, 457(b), 457(f), 401(k), 403(b), defined benefit arrangements, or other non qualified offerings highly preferred.
• Ability to guide clients and internal teams through complex plan features and processes.
• Effective written and verbal communication skills, including comfort interacting directly with clients and internal partners.
• Attention to detail, with the ability to identify, troubleshoot, and resolve data discrepancies with minimal supervision.
• Proficient in Microsoft Office and experienced in recordkeeping or workflow systems, with the ability to optimize processes where appropriate.
• Able to manage multiple priorities in a fast-paced environment, making informed decisions about workload and deadlines.

Nice To Haves

• Experience with Non Qualified products strongly preferred.

Responsibilities

• Serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability.
• Embody non-qualified core values in all interactions.
• Identify customer expectations and develop strong working relationships.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.

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.
• Pension Eligible

What This Job Offers

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