Sr Client Service Manager

Principal Financial Group • Des Moines, IA

2d • $84,600 - $152,400 • Hybrid

About The Position

We're looking for a client service professional to fill our Sr Client Service Manager position within our Large Market space. With this role, you’ll demonstrate your retirement knowledge to partner with clients, financial advisors, and internal partners to answer questions, creatively tackle problems, and proactively offer solutions. Here’s a few examples of the kinds of things you’ll do: Establish and maintain effective relationships with Retirement plan clients, to ensure growth in retirement savings, and profitability for all partners. Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company. Independently deliver accurate and timely retirement plan administrative and marketing services. Communicate optimally with internal and external customers. Identify customers’ expectations and develop a strong working relationship. Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, and present a high degree of integrity while representing the company. Market company products and services supporting multiple product lines. Build and retain customer relationships and assets. Maintain/exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers. Collaborating with clients and advisors on best practice solutions that our systems and processes are crafted to efficiently deliver. Anticipate, quickly recognize, and research unusual or sophisticated situations independently. Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients at risk and resolving sophisticated client issues. Negotiate and implement solutions to meet both customers and business unit goals. Provide timely information and feedback to customers and management. Thoroughly detail key decisions as they relate to plan and contract decisions. Manage Retirement plan services (e.g. reports, compliance, benefit payments) for assigned customers. Anticipate customer needs and assist them with sophisticated plan administration including education and consulting on plan design, compliance, and contract and plan member services, recognizing the effects on customer retirement objectives. Assist with the training and mentoring of personnel on Retirement services. Serve as a role model for team by endorsing RIS department philosophies. Serve as a subject matter expert for high level retirement topics. Perform other job-related duties and special projects as the need arises.

Requirements

• Requires bachelor's degree or equivalent experience, plus 8+ years related experience.
• Requires excellent communication skills and ability to clearly convey ideas and build strong client relationships.
• Be highly organized and skilled at managing multiple priorities and maintaining accurate records.
• Be detailed oriented ensuring accuracy and consistency in all client interactions and documentation.
• Ability to solve problems and be proactive in identifying issues and delivering effective solutions.
• Ability to collaborate as a team working well across departments to achieve client success.
• Requires extensive knowledge and understanding of plan and contract documents, manuals, procedures, and company products and services.
• Have the ability to balance working independently with working in a team environment.
• Possess a basic understanding of accounting and recordkeeping systems and PC applications.
• Limited travel required.

Nice To Haves

• Having familiarity with private stock options is preferred and having familiarity with private stock processes is a plus.

Responsibilities

• Establish and maintain effective relationships with Retirement plan clients, to ensure growth in retirement savings, and profitability for all partners.
• Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company.
• Independently deliver accurate and timely retirement plan administrative and marketing services.
• Communicate optimally with internal and external customers.
• Identify customers’ expectations and develop a strong working relationship.
• Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, and present a high degree of integrity while representing the company.
• Market company products and services supporting multiple product lines.
• Build and retain customer relationships and assets.
• Maintain/exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers.
• Collaborating with clients and advisors on best practice solutions that our systems and processes are crafted to efficiently deliver.
• Anticipate, quickly recognize, and research unusual or sophisticated situations independently.
• Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients at risk and resolving sophisticated client issues.
• Negotiate and implement solutions to meet both customers and business unit goals.
• Provide timely information and feedback to customers and management.
• Thoroughly detail key decisions as they relate to plan and contract decisions.
• Manage Retirement plan services (e.g. reports, compliance, benefit payments) for assigned customers.
• Anticipate customer needs and assist them with sophisticated plan administration including education and consulting on plan design, compliance, and contract and plan member services, recognizing the effects on customer retirement objectives.
• Assist with the training and mentoring of personnel on Retirement services.
• Serve as a role model for team by endorsing RIS department philosophies.
• Serve as a subject matter expert for high level retirement topics.
• Perform other job-related duties and special projects as the need arises.

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.
• Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees