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Company

Principal Financial Group · 15 hours ago

Client Service Manager II

Des Moines, IA

Full-time

Remote

Mid, Senior Level

$64K/yr - $121K/yr

6+ years exp

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Financial ServicesInsurance

No H1B

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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 customer's 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

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Retirement plan knowledgeDefined Contribution plansBasic math skillsPlanContract knowledgeAccounting knowledgeRecordkeeping systemsPC applications

Required

Requires bachelor's degree or equivalent experience, plus 6+ years related experience.

Experience working within the retirement plan industry.

Requires strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem-solving skills.

Requires extensive knowledge and understanding of plan and contract documents, manuals, procedures, and company products and services.

Requires advanced business unit knowledge and technical skills, including knowledge of all products, regulations, and laws.

Have ability to balance working independently with working in a team environment.

Possess a basic understanding of accounting and recordkeeping systems and PC applications.

Be able to coordinate a large volume of customer activities.

Limited travel required.

Preferred

Experience working with Defined Contribution plans is helpful.

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

Glassdoor

3.9

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