Principal Financial Group · 18 hours ago
ESOP - Client Service Manager 1
Des Moines, IA
Full-time
Hybrid
Mid, Senior Level
$69K/yr - $126K/yr
6+ years expPrincipal Financial Group is a leading recordkeeper of Employee Stock Ownership Plans (ESOP). The Client Service Manager 1 will manage key client accounts, providing consultation and building relationships with executives while handling all aspects of their ESOP plans.
Financial ServicesInsurance
No H1B
Responsibilities
Develop a working knowledge of ESOP technical requirements to create and propose solutions to meet client needs
Understand and implement key features on plan documents such as performing trust accounting, compliance testing and government reporting
Take the lead on client ESOP allocations, reports, participant stock statements, and distribution and cash management services
Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc
Qualification
Required
Bachelor's degree or equivalent experience
6+ years related business experience
Previous ESOP experience is required
Strong accounting, numerical critical thinking, and analytical skills
Strong written and verbal communication skills, including problem-solving and persuasion/negotiation skills
Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferences
Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals
Possess a strong understanding of accounting and record-keeping systems and PC applications, including Excel proficiency
Preferred
Accounting or Finance preferred
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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