Principal Financial Group · 2 days ago
Client Service Transition Manager
United States
Full-time
Remote
Mid, Senior Level
$56K/yr - $80K/yr
7+ years expPrincipal Financial Group is a purpose-led firm that has been a trusted leader in financial services for over 140 years. They are seeking a Client Service Transition Manager to lead projects and provide operational support for trust and custody plans while ensuring high-quality service to meet customer expectations.
Financial ServicesInsurance
No H1B
Responsibilities
Work closely with Clients, Relationship Managers, Sales, Middle Office Underwriting Document and PCS operations and external partners team to reconcile trust assets and process cash/security accurately
Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners - the conversions will include Internal/External Meetings and Planning and Day to Day Processing conversations
Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results
Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce)
Qualification
Required
Bachelor's degree or 7+ years of client services or financial services experience
Strong project management background with the ability to manage multiple priorities and deadlines
Advanced Microsoft Office skills, including PowerPoint, Excel, Word, Outlook, and Teams
Highly detailed and solutions‑oriented, with the ability to identify and resolve recurring issues
Excellent collaboration, communication, organizational, and presentation skills
Preferred
Extensive exposure to trust operations and asset processing
Knowledge of Trust 3000
Experience with compliance documentation and regulatory requirements
Direct client‑facing experience
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
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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