Client Service Associate

ResponsibilitiesWhat you'll doAs a Client Service Associate in our retirement division, you’ll grow and maintain positive relationships with our clients, while servicing their requests through email or phone. To be successful, you'll have excellent communication skills, be highly organized and have strong prioritization skills to independently balance your workload.
Your day will be filled with:

• Ensuring profitability for all partners and retirement plan clients through effective relationship management.
• Collaborating with retirement plan service representatives and marketers to improve relationships between customers and the company.
• Delivering accurate and timely retirement plan administrative and marketing services.

Never worked with retirement plans before? Not a problem - we're here to help. You’ll get in depth training on our retirement products and processes to provide the best service possible. Qualifications

• Bachelor's degree or eight years of related work experience.
• Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem solving skills.
• Ability to learn basic knowledge of plan and contract documents, manuals, procedures, and company products and services.
• Experience with retirement plans preferred.

Additional InformationJob levelWe’ll consider talent at the next level with the right experiences and skills.Work Authorization/SponsorshipAt this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)Investment Code of EthicsFor Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.Experience PrincipalWhile our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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