Client Service Specialist II
Principal Financial Group
Des Moines, Iowa
client service
sales
communication
communication skills
excel
data
procedures
remote
client facing
delivering
client service
administration
research
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October 6, 2022
Principal Financial Group
Des Moines, Iowa
FULL_TIME
*Responsibilities* As a.Client Service Specialist II*, you'll put your communication skills and attention to detail into action and help make a positive impact on the clients we service. You will excel in this role by having a strong ability to learn, and be empowered to make your own decisions Your day will be filled with:* + Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
+ Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures. + Reviewing and analyzing data for reasonability and accuracy.
+ Recognizing and research unusual or complex situations and provide timely resolutions to business partners and clients. + Developing a comprehensive knowledge of our recordkeeping system and processes in order to assist and support work queues managed by the traditional CSS role Qualifications* + High school diploma or equivalent, plus 2+ years of related work experience + Preferred experience working with a variety of retirement products (DC, DB, ESOPs and KSOPs). + Strong written and verbal communication skills, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem solving skills.
+ Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals. + Proven understanding of accounting and recordkeeping systems and PC applications such as Express, IBPM and Salesforce, along with a strong skillset within Excel and WEBI report experience is preferred. + Knowledge of plan and contract documents, manuals, procedures, and Company products and services Salary Range Information* Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer Salary Range* $33200 - $61200/year.Additional Information*.
Job level* We'll consider talent at the next level with the right experiences and skills Work Authorization/Sponsorship* At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants).
Investment Code of Ethics* For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization Experience Principal* While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together.
Explore ourcore values (https://www.principal.com/about-us/careers),benefits (https://www.principal.com/about-us/careers) and whywe're an exceptional place (https://www.principal.
com/about-us/careers) to grow your career Principal is an Equal Opportunity Employer* All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status LinkedIn Remote Hashtag* \.Job Locations* _US-IA-Des Moines_.Posted Date* _8 hours ago_ _(9/20/2022 4:09 PM)_._Job #_* _2022-36943_.
_Category_* _Customer Service_._Ent Seg_* _RIS_._Bus Area_* _Pension_._Pos Typ_* _Regular Full-Time_._Remote_* _Yes_._FLSA_* _Non-Exempt_.
+ Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures. + Reviewing and analyzing data for reasonability and accuracy.
+ Recognizing and research unusual or complex situations and provide timely resolutions to business partners and clients. + Developing a comprehensive knowledge of our recordkeeping system and processes in order to assist and support work queues managed by the traditional CSS role Qualifications* + High school diploma or equivalent, plus 2+ years of related work experience + Preferred experience working with a variety of retirement products (DC, DB, ESOPs and KSOPs). + Strong written and verbal communication skills, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem solving skills.
+ Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals. + Proven understanding of accounting and recordkeeping systems and PC applications such as Express, IBPM and Salesforce, along with a strong skillset within Excel and WEBI report experience is preferred. + Knowledge of plan and contract documents, manuals, procedures, and Company products and services Salary Range Information* Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer Salary Range* $33200 - $61200/year.Additional Information*.
Job level* We'll consider talent at the next level with the right experiences and skills Work Authorization/Sponsorship* At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants).
Investment Code of Ethics* For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization Experience Principal* While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together.
Explore ourcore values (https://www.principal.com/about-us/careers),benefits (https://www.principal.com/about-us/careers) and whywe're an exceptional place (https://www.principal.
com/about-us/careers) to grow your career Principal is an Equal Opportunity Employer* All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status LinkedIn Remote Hashtag* \.Job Locations* _US-IA-Des Moines_.Posted Date* _8 hours ago_ _(9/20/2022 4:09 PM)_._Job #_* _2022-36943_.
_Category_* _Customer Service_._Ent Seg_* _RIS_._Bus Area_* _Pension_._Pos Typ_* _Regular Full-Time_._Remote_* _Yes_._FLSA_* _Non-Exempt_.
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