Client Service Specialist II

What You'll Do:

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.

Who You Are:

• 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 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: $16.78 - $31.73 / hour Additional Information:

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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 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 our core values, benefits and why we’re an exceptional place 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.

Posting Window: We will be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date. Date First Posted (TTF): 1/17/2024 Latest Post Date: Careers - US: 1/17/2024

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