Sr Client Service Associate - Waco, TX

Principal Financial Services • Waco, TX

23d • $24 - $32 • Onsite

About The Position

As a Sr. Client Service Associate, you'll grow and maintain positive relationships with our clients, while servicing their requests by email or phone. To be successful, you'll have excellent interpersonal skills, be highly organized and have strong prioritization skills to independently balance your workload.

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

• Requires bachelor's degree or equivalent experience, plus 2+ years of related experience.
• Must strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical and problem solving skills.
• Requires knowledge of related plan and contract documents, manuals, procedures, and company products and services.
• Have ability to balance working independently with working in a team environment and display a sense of urgency to meet customer needs and overall pension goals.
• Possess a good understanding of accounting and recordkeeping systems and PC applications.
• Demonstrated Microsoft Office proficiency is required.

Nice To Haves

• Knowledge of Pension products preferred.
• Intermediate Excel skills - VLOOKUP, data filtering, and sorting capabilities

Responsibilities

• Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
• Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
• Reviewing and analyzing data for reasonability and accuracy.
• Recognizing and researching unusual or complex situations and providing timely resolutions to business partners and clients.
• Maintain a comprehensive knowledge of our recordkeeping system. Develop a working knowledge of plan, contract and pension documents.
• Perform other job-related duties or special projects as required.

Benefits

• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level