Be an early applicantLess than 25 applicants

Company

Principal Financial Group · 2 hours ago

Sr Client Transition Associate

Des Moines, IA

Full-time

Remote

Entry, Mid Level

$20.84/hr - $39.81/hr

2+ years exp

Maximize your interview chances

Financial ServicesInsurance

No H1B

Insider Connection @Principal Financial Group

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Communicate effectively with internal and external customers, anticipating customer needs during the deconversion phase, providing administration, compliance, and contract and member-level services.

Participate in meetings with customers, group representatives, and marketers when necessary.

Gather and analyze deconversion information to ensure successful transition to new service provider. Monitor plan term process and work with Principal Securities and/or Principal Connection to achieve high asset retention results.

Coordinate deconversion of retirement plan records and asset transfer using a variety of transition methods in an accurate and timely manner.

Recognize and research unusual or complex situations and provide prompt feedback to customers and management. Negotiate solutions to meet both customer and business unit goals, and thoroughly document key decisions as they relate to the installation of the plan.

Assist with the training and mentoring of personnel on Pension services.

Be knowledgeable of our investment options, results and philosophy, and discuss with customers.

Perform other job-related duties and special projects as required.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Pension plan knowledgeContract provisions knowledgeMicrosoft ExcelDB products knowledge

Required

Bachelors degree or equivalent, and 2+ years of related work experience required.

Strong knowledge of pension plan and contract provisions required.

Good computer skills including Microsoft Excel proficiency.

Strong problem solving, analytical, math, negotiation, and decision-making skills required.

Requires having good time management, attention to detail, prioritization, organizational, and communication skills.

Must be able to balance working independently as well as in a team environment.

Preferred

Knowledge of DB products is a plus.

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.

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

10,001+ employees