Principal Financial

Client Service Associate

Posted on: 12 Mar 2021

Des Moines, IA

Job Description

Responsibilitiesn

What you'll do

n

As a Client Service Associate in our retirement division, youu2019ll 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.

n

n

Your day will be filled with:

n

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

n

Never worked with retirement plans before? Not a problem - we're here to help. Youu2019ll get in depth training on our retirement products and processes to provide the best service possible.

n

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

Additional Informationn

Job leveln

Weu2019ll consider talent at the next level with the right experiences and skills.

n

Work Authorization/Sponsorship n

At 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.)

n

Investment Code of Ethics n

For Principal Global Investors positions, youu2019ll 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.

n

Experience Principal n

While 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 u2013 individually and all of us together. Explore our core values, benefits and why weu2019re an exceptional place to grow your career.

n

Principal is an Equal Opportunity Employer n

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Principal Financial

Des Moines, IA

The Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Four segments comprise the company: Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions.

The company employs roughly 9,000 people in Des Moines, Iowa, and owns and operates several buildings in the downtown area. The tallest, known as 801 Grand, is 45 stories tall (192m/630 ft), and houses many other companies in addition to The Principal. As of March 2014, Principal employed 14,600 employees worldwide, with its Global Delivery center, Principal Global Services, in Pune, Maharashtra, India. Principal also has a lobbyist registered in the Iowa Legislature since December 2016. He is designated to lobby the Executive Branch of the Government of Iowa.