Associate, Client Service Manager at Principal Financial Group

Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

0.0

Posted On

22 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Retirement Plan Administration, Issue Resolution, Record Keeping, Regulatory Compliance, Data Reconciliation, Communication, Task Management, Prioritization, Microsoft Office, Workflow Systems, ERISA, IRS Rules, Transaction Handling, Attention To Detail, Process Improvement

Industry

Financial Services

Description

What You'll Do Supports an assigned group of clients by handling questions, requests, and issues quickly and accurately. This role provides hands-on support, ensures service standards are met, and helps maintain strong client relationships every day. Respond promptly and professionally to client inquiries via phone, email, or portal. Serve as a primary contact for plan sponsors, participants, and internal teams, providing guidance on retirement plan services. Assist clients in navigating account information, retirement plan options, and general administrative processes. Handle a broad array of retirement plan transactions (contributions, distributions, rollovers, loans, investment elections, beneficiary updates). Guarantee accuracy and adherence to internal procedures and regulatory standards. Maintain and reconcile client and participant records, addressing discrepancies as they occur. Adhere to regulatory, legal, and company policies, including ERISA and IRS rules. Maintain confidentiality of sensitive client information and bring up unusual or complex issues. Generate reports, document interactions and transactions, and support audits or internal reviews. Collaborate with operations, compliance, and advisor teams to ensure smooth workflow and issue resolution. Recommend and implement process improvements to enhance efficiency, accuracy, and client experience. Perform other job-related duties and special projects as required. 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 1 year of experience in client service, financial services, or retirement plan operations is required. Equivalent experience can also be demonstrated through work experience, training, military experience, or education. Practical understanding of retirement plan administration and financial concepts, with the capability to apply procedures accurately and efficiently. Exposure to retirement products and services such as 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings preferred but not required. Strong attention to detail and capability to detect, analyze, and fix data inconsistencies. Proficient in Microsoft Office and experienced with recordkeeping or workflow systems. Strong communication abilities and capacity to engage professionally with clients and colleagues. Able to manage multiple tasks and prioritize in a fast-paced environment. 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) $22.93 - $40.96 / hour Salary Details The following locations are examples of market-specific salary ranges across different geographies. Please note, we are open to hiring Nation-wide for this role, these are simply an example of salaries in these geographic areas. Dubuque, IA/Wichita, KS/Grand Island, NE: $22.93 - 30.72 / hour Des Moines, IA/Lousiville, KY/Green Bay, WI: $24.21 - $32.43 / hour St. Louis, MO/Pittsburg, PA/Charlotte, NC: $25.48 - $34.13 / hour Denver, CO/Houston, TX/Chicago, IL/Minneapolis, MN: $28.03 - $37.55 / hour Seattle, WA/Los Angeles, CA/New York City, NY: $30.58 - $40.96 / 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, Charlotte, NC, and Raleigh, 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. 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 3/13/2026 Most Recently Posted Date 3/19/2026 LinkedIn Remote Hashtag #LI-Remote

Responsibilities

This role supports assigned clients by promptly handling inquiries, requests, and issues via phone, email, or portal, serving as a primary contact for plan sponsors and participants regarding retirement plan services. Responsibilities include managing various retirement plan transactions, ensuring accuracy against procedures and regulations, and maintaining client records.