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Principal Financial Group · 1 day ago

Advisor Relationship Associate

Des Moines, IA

Full-time

Hybrid

Entry Level

$22.93/hr - $40.96/hr

2+ years exp

Principal Financial Group is a company focused on providing financial services, and they are seeking an Advisor Relationship Associate to support financial professionals in acquiring new business and retaining existing retirement business. The role involves customer service, business operations, and leveraging technology for process improvement.

Financial ServicesInsurance

No H1B

Responsibilities

Partner with Advisor Relationship Consultant/Specialist as a key point of contact to the advisor to deliver excellent service

Ensure deliverables are appropriate, complete, and accurate

Take ownership of escalated/time-sensitive service issues

Clear, concise communication is required with both internal and external audiences

Coordinate with internal partners & manage investment and fee change process

Create and maintain accurate documentation in Salesforce

Leverage technology to improve efficiency and quality

Maintain proficiency in business software including Excel, Word, PowerPoint, Teams, OneNote and other programs

Identify and recommend process improvements

Create case documentation and maintain accurate records

Serve as Subject Matter Expert for designated topics

Participate actively in team meetings and knowledge sharing - training initiatives

Support cultural initiatives and demonstrate Core Values

Perform other job-related duties or special projects as required

Qualification

Customer ServiceRelationship ManagementSalesforceExcelAnalytical SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsTeam Collaboration

Required

Requires bachelor's degree or equivalent experience of 2+ years in the retirement industry

Have prior experience working in customer care and or experience working directly with Advisors

Must have strong written / oral communication skills with the ability to interpret needs from business partners and external clients in addition to good organizational skills

Strong Excel, Word, PowerPoint and other technology skills required

Must work independently and positively collaborate with an open mind in a team environment, able to work well under pressure and handle multiple priorities and sensitive deadlines

Analytical and problem-solving skills required - be resourceful and able to be solution oriented

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