Client Service Manager Job at Principal Financial Group

Principal Financial Group Des Moines, IA 50392

$51,000 - $98,400 a year

Job Information

  • Date Posted
    2025-04-02
  • Location
    Des Moines, IA 50392
  • Job Title
    Client Service Manager
  • Gender
    Both
  • Offered Salary
    $51,000 - $98,400 a year
What You'll Do:
As a Client Service Manager within the Retirement Income Services business, you'll get the opportunity to establish and maintain effective relationships while demonstrating your retirement knowledge with retirement plan clients, retirement service representatives, and marketers.

Here’s a few examples of the kinds of things you’ll do:
  • Establish and maintain effective relationships with Retirement plan clients, to ensure growth in retirement savings, and profitability for all partners. Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company. Independently deliver accurate and timely retirement plan administrative and marketing services.
  • Communicate efficiently with internal and external customers. Identify customer's expectations and develop a strong working relationship. Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, and present a high degree of integrity while representing the company.
  • Market company products and services supporting multiple product lines. Build and retain customer relationships and assets. Maintain/exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers. Collaborating with clients and advisors on best practice solutions that our systems and processes are crafted to efficiently deliver.
  • Anticipate, quickly recognize, and research unusual or sophisticated situations independently. Use creativity, problem solving skills, and in-depth product knowledge for optimally arriving at solutions for retaining clients at risk and resolving sophisticated client issues. Negotiate and implement solutions to meet both customers and business unit goals. Provide timely information and feedback to customers and management. Thoroughly detail key decisions as they relate to plan and contract decisions.
  • Manage Retirement plan services (e.g. reports, compliance, benefit payments) for assigned customers. Anticipate customer needs and assist them with complex plan administration including education and consulting on plan design, compliance, and contract and plan member services, recognizing the effects on customer retirement objectives.
  • Assist with the training and mentoring of personnel on Retirement services. Serve as a role model for team by endorsing RIS department philosophies. Serve as a subject matter expert for high level retirement topics.
  • Perform other job-related duties and special projects as required.
Who You Are:
  • Requires bachelor's degree or equivalent experience, plus 4+ years related experience
  • Requires strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem solving skills
  • Some overnight travel may be required to conduct customer meetings independently
  • Requires extensive knowledge and understanding of plan and contract documents, manuals, procedures, and company products and services
  • Requires advanced business unit knowledge and technical skills, including knowledge of all products, regulations, and laws
  • Have ability to balance working independently with working in a team environment
  • Possess a basic understanding of accounting and recordkeeping systems and PC applications
  • Be able to coordinate a large volume of customer activities
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: $51000 - $98400 / year Additional Information:

Location

While we're open to all locations within the United States, we're specifically highlighting the Pacific West Coast and Mountain regions.

If you reside within the Des Moines, IA locations, a hybrid work schedule will be offered working 2 days in the office.

Job Level

We are not considering hiring in at a higher level at this time.

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:

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 cultivate 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.

LinkedIn Remote Hashtag

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