Client Service Specialist II

Client Service Specialist Ii

What you'll do 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 an extensive knowledge of our recordkeeping system and processes in order to assist and support work queues managed by the traditional css role. Operating at the intersection of financial services and technology, principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who you are

High school diploma or equivalent required, and 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 strong skills 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 (non-exempt expressed as hourly; exempt expressed as yearly) $20 - $31.73 / hour

time off program personal time off (pto) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their pto for vacation, personal or short-term illness. Pension eligible yes work environments this role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from des moines, ia, or charlotte, nc). You'll work with your leader to figure out which option may align best based on several factors. Work authorization / sponsorship at this time, we're not considering applicants 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 investment code of ethics for principal asset management 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.

Principal at principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers : with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. 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.