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Principal Financial Group · 22 hours ago

Associate, Client Service Manager - Waco, TX

Waco, TX

Full-time

Onsite

Entry Level

$24.21/hr - $32.43/hr

1+ years exp

Principal Financial Group is a purpose-led firm operating at the intersection of financial services and technology. They are seeking an Associate Client Service Manager to grow and maintain positive relationships with clients while servicing their requests through effective communication and timely reporting.

Financial ServicesInsurance

No H1B

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

Qualification

Client service experienceMicrosoft Office proficiencyPension products knowledgeAnalytical skillsBasic math skillsReading comprehensionAccounting understandingRecordkeeping systems knowledgeExcel skillsInterpersonal skillsOrganizational skillsProblem solving skillsNegotiation skillsTeamwork abilityCommunication skills

Required

1 year of experience in client service, financial services, or retirement plan operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Must have 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

Preferred

Knowledge of Pension products preferred

Intermediate Excel skills - VLOOKUP, data filtering, and sorting capabilities

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

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees