Client Service Specialist III

What You'll Do

As a Client Service Specialist III, you will partner with client facing roles as well as internal and external customers in delivering excellent client service. Support, coordinate and prioritize daily work to meet service expectations. Independently deliver accurate and timely retirement administrative services.

• Communicate effectively with internal and external clients to retain relationships. Utilize all communication mediums successfully with clients regarding special timing requests and participant data. Ensure all client needs are met by providing consolidated, timely and complete reporting. This includes communication on complex contract procedures. (This could include participating in client and/or project meetings also).
• Oversee and prioritize daily work to meet/exceed client service needs. Manage pension services for clients or tasks as well as ensuring timely and accurate completion of customer requests.
• Anticipate, recognize and research unusual or complex situations and provide prompt feedback to clients, management, and internal and external customers. Propose, create and act on solutions to meet both the client and business unit needs. Thoroughly document key decisions as they relate to pension risk services.
• Promote team development through shared knowledge and information with team members in working to resolve unusual or challenging situations. Provide technical assistance for other roles on procedures and task related situations. Assist with the training and mentoring of personnel as well as assisting with procedural updates.
• Maintain a comprehensive knowledge of our systems, contracts, and pension documents.
• Perform other job-related duties or special projects as required.
  
  
  

Who You Are

• Preferred Bachelor's degree or equivalent experience, plus 4 years related experience.
• Required skills include exceptional written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, innovative, analytical, and problem solving.
• Requires knowledge of contract documents, procedures, and company products and services.
• Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall pension goals.
  
  
  

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)

$19.47 - $35.19 / 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

Additional Information

Work Environment

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).

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.

Experience 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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

5/16/2025

Most Recently Posted Date

5/16/2025

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