Sr Associate, Client Service Onboarding Manager

Principal Financial Group • Des Moines, IA

2d • Hybrid

About The Position

The Sr Associate, Client Service Onboarding Manager will lead an assigned group of clients through the onboarding process by coordinating all aspects of the projects plan, providing updates to stakeholders while maintaining overall responsibility for a best-in-class onboarding experience. Build trust and satisfaction from day one by delivering reliable support and fostering strong client relationships.

Requirements

• 2+ years of experience in onboarding, 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.
• Strong leadership, decision-making, and negotiation skills.
• Excellent relationship building and communication skills, including verbal, written, video and presentation skills.
• Proficient analytical, innovative, and creative thinking, along with problem solving skills.
• Proven ability to take initiative and have organizational skills to work efficiently to meet deadlines on multiple transitions.
• Highly focused on accuracy, details, and confidentiality.
• Proficient in Microsoft Office and experienced with recordkeeping or workflow systems.
• Able to manage multiple tasks and prioritize in a fast-paced environment.

Nice To Haves

• Strong knowledge of defined contribution plans, including plan design, products, services, administrative systems, investments, laws and regulations is preferred.

Responsibilities

• Manage onboarding for an assigned portfolio or block of business, serving as the primary point of contact throughout the process.
• Guide and consult plan sponsors, participants, internal teams and/or distribution partners through onboarding and client strategy by providing expert support, timely communication, and clear direction.
• Communicate effectively with all stakeholders by providing timely status reports through scheduled update calls and timeline/project plan updates.
• Ensure onboarding activities are completed accurately and in alignment with company policies and service standards.
• Demonstrate flexibility to meet client needs.
• Collaborate with senior COMs and internal partners to resolve issues, set expectations, and deliver a smooth onboarding experience.
• Ensure accuracy, compliance, and timely execution in alignment with internal procedures and regulatory requirements.
• Maintain and reconcile client and participant records and resolve discrepancies with minimal oversight.
• Lead internal contract and plan/policy-level coding to support onboarding setup and serve as a resource for troubleshooting and process improvement.
• Oversee onboarding activities, including contributions, distributions, rollovers, loans, investment elections, beneficiary updates.
• Accurately process onboarding transactions in alignment with regulatory and procedural guidelines (e.g., ERISA, IRS rules, state insurance regulations).
• Identify potential risks proactively and recommend solutions.
• Support internal audits by maintaining thorough records and documentation.
• Independently manage onboarding processes with attention to detail and timeliness.
• Collaborate with cross-functional teams to resolve routine issues and ensure smooth handoffs.
• Identify inefficiencies and suggest improvements within own workflow.
• Perform other job-related duties and special projects as required.

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: Mid Level
• Education Level: No Education Listed