What You'll Do:
We’re looking for a Quality Review Associate III to join our Define Contribution Client Onboarding team. In this role, you’ll review workflow discrepancies and perform quality reviews for various roles within the division for new and transfer retirement plan clients!
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Complete quality reviews on various roles within Client Onboarding and Deconversion Services (CODS)
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Supervise the quality review coding discrepancies you find.
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Monitor the discrepancies to ensure coding is updated and completed accurately.
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Prepare, maintain, and update quality review forms for the Client Transition Services roles.
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Keep accurate and up-to-date quality review performance results for the team leaders of the roles reviewed.
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Identify, research, analyze, and communicate complex workflow discrepancies for various roles within the division.
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:
- Bachelor's degree or equivalent required
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2+ years related experience required
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Possess in-depth knowledge of recordkeeping and accounting system and have the ability to work with computer records
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Basic understanding of plan and contract provisions as they relate to the system coding and ability to adapt to frequent change
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Strong understanding of custom and prototype plan provisions and apply this plan design knowledge to quality and reviews.
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Good interpersonal, analytical, oral and written communication, organizational, problem solving and decision making skills
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: $20.84 - $39.81 / hour Additional Information:
Work Environment
This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangements. You’ll work with your leader to determine which option may align best based on several factors.
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.
https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and 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 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.
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