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Principal Financial Group · 1 day ago

Sr Client Service Manager

Des Moines, IA

Full-time

Hybrid

Senior Level, Lead/Staff

$85K/yr - $152K/yr

8+ years exp

Principal Financial Group is looking for a client service professional to fill the Sr Client Service Manager position within their Large Market space. The role involves partnering with clients, financial advisors, and internal partners to provide retirement solutions, manage client relationships, and ensure effective communication and service delivery.

Financial ServicesInsurance

No H1B

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

Qualification

Client relationship managementRetirement plan knowledgeProblem solvingCommunication skillsOrganizational skillsBasic accounting knowledgePC applications proficiencyTeam collaborationAttention to detail

Required

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

Preferred

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

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.

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