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Principal Financial Group · 11 hours ago

Associate, Client Service Transfer Coordinator

Des Moines, IA

Full-time

Hybrid

Mid Level

$22.93/hr - $40.96/hr

4+ years exp

Principal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The Associate, Client Service Transfer Coordinator will establish and maintain relationships with prior providers to ensure smooth transitions for clients moving to Principal's retirement plans.

Financial ServicesInsurance

No H1B

Responsibilities

Working with prior providers to confirm data gathering and transmission needs to assure timely and accurate transition of transfer funds for emerging to medium sized plans

Working closely with Transition Managers as well as other team members to collaborate and ensure all prior records transition smoothly and accurately

Identifying any issues with the prior data for resolution involving the Transition Manager and client

Communicating with external clients, Advisors, and TPA's during transition of retirement plan

Provide mentoring and training to internal and external customers. Make recommendations for procedure updates

Qualification

Microsoft ExcelMicrosoft OutlookPension recordkeepingAnalytical skillsAttention to accuracyProblem-solvingNegotiation skillsTime managementOrganizational skillsCommunication skills

Required

At least 4+ years of related experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Strong working knowledge of computer applications including key Microsoft Office programs such as Excel and Outlook

Strong problem-solving, analytical, math, negotiation, detail oriented, and decision-making skills

Excellent time management, planning and organizational, and verbal and written communication skills

Self-starter who can work independently with all job levels

Strong attention to accuracy with ability to maintain confidentiality

Preferred

Pension recordkeeping knowledge preferred

Knowledge of business unit products is preferred

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