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Principal Client Service Specialist - NQ in Raleigh, North Carolina

As a Client Service Specialist on our non-qualified team, you will challenge your abilities to multitask and prioritize while effectively communicating to our clients to help make a positive impact on the clients we serve.

Your day will be filled with:

  • Supporting, coordinating, researching and prioritizing daily work to meet service expectations.

  • Communicating exceptions to service standards and opportunities for improvement while delivering accurate and timely retirement plan administrative services.

  • Partner with team members as well as internal and external customers to deliver excellent customer service for institutional non-qualified plans.

This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.

  • High school graduate or equivalent required, plus 4+ years related experience.

  • Bachelor's degree and experience with non-qualified plans preferred.

  • Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, problem solving.

  • Willingness and ability to learn basic knowledge of plan and contract documents, manuals, procedures, and company products and services.

  • Ability to balance working independently within a team environment to meet client needs and achieve overall department plan roll-in goals.

  • In-depth understanding of accounting and recordkeeping systems and PC applications.

Job level

We’ll consider talent at the next level with the right experiences and skills.

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.)

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.

Employee Referral

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Requisition ID: 2021-30718

Enterprise Segment: USIS

Business Area: Individual Life

External Company Name: Principal Financial Group

Street: 4141 Parklake Ave; Ste 400

Remote: Yes

FLSA Status: Non-Exempt