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Principal Financial Services, Inc

Client Service Specialist I

Principal Financial Services, Inc - Des Moines, IA

Client Service Specialist I - #221864Job Area:All OtherBusiness Area:PensionLocation:IA - Cedar Falls, IA - Des Moines, IA - Mason City, WA - SpokaneCareer Category:Recent College Graduate, Experienced ProfessionalFull/Part Time:Full-TimeRegular/Temporary:RegularDate Posted:05/25/2018Close Date:05/31/2018Be a part of something biggerDo you want a career where you can make a real difference? At Principal, you can.We work with a greater purpose in mind-to give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.We are currently seeking self-motivated individuals who thrive in a fast-paced environment to join us as a Client Service Specialist I in one of these locations:Des MoinesMason CityCedar FallsSpokaneIf you are someone who is detail-oriented, enjoys problem solving, has strong multi-tasking and communication skills, then you may be just the person we are looking for!Responsibilities:In this role, 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. There is a vast variety in the work you will do such as:Supporting, coordinating, researching and prioritizing daily work to meet service expectation and independently deliver accurate and timely retirement plan administrative services.Serve as a liaison to internal and external customers in delivering excellent client service.Efficiently research client transactions or action items when there is conflicting or missing information and utilize multiple systems.Follow internal procedures to properly document work on contracts.Never worked with financial plans Not to worry - we're here to help.You'll get training on the products and processes to provide the best experience possible for our customers.What else do you need to know? We anticipate selected candidates will start July 9th.Qualifications:While we prefer those with retirement/financial experience and an associate's degree, successful candidates will have:High school diploma or equivalent required, plus 1 year related experience required.Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and 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 Pension goals.Basic understanding of accounting and recordkeeping systems and PC applications preferred.So here's your chance to become part of an organization where you are more than a number...you are a valued team member working with honest experts contributing to the success of the organization throughout your entire career.Employee Referral:Click on Email to a Friend to notify a friend or family member of this opportunity.Visa Sponsorship:This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, mar

18 days 19 hours ago

Principal Financial Services, Inc

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Location: Des Moines, IA

Company Profile:
The Principal Financial Group® (The Principal®) is a leading global financial company offering businesses, individuals and institutional clients a wide range of financial products and services. Our range of products and services includes retirement solutions, insurance, wellness programs, and investment and banking products through our diverse family of financial services companies and national network of financial professionals.