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Principal Financial Services, Inc

Sr Client Service Manager

Principal Financial Services, Inc - Atlanta, GA

Job Area: Account Management

Business Area: Pension

Location: GA - Atlanta;CO - Denver;PA - Philadelphia;IA - Des Moines;NE - Omaha;WI - Madison;IA - Cedar Rapids

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2017-11-20

Were looking for more great people.

Principal ® is more than just a financial services company. We help people live their best lives. And we do this through our products and services but more importantly through our employees. They do amazing work and were looking for more passionate, driven people. You can expect an inclusive environment, innovative opportunities, impactful work and personal and professional growth. Because when you can bring your whole self to work, you can build your best life.


The Sr Client Service Manager will be responsible for establishing and maintaining effective relationships with Retirement plan clients greater than \$100M to ensure growth in retirement savings and profitability for all stakeholders. In additional, will partner with retirement plan service representatives and marketers to enhance relationships between customers and the company.

Additional responsibilities may include:

Communicate effectively 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 professionalism while representing the company.

Market company products and services supporting the TRS strategy. Build and retain customer relationships and assets. Design and execute customer specific marketing plans; recognize the potential TRS customers. Maintain/ exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers. Consulting clients and advisors on best practice solutions that our systems and processes are designed to efficiently deliver.

Anticipate, quickly recognize, and research unusual or complex situations independently. Use creativity, problem solving skills and in-depth product knowledge for successfully arriving at solutions for retaining clients at risk and resolving complex client issues including TRS client issues. Negotiate solutions to meet both customer's and business unit goals. Provide prompt information and feedback to customers and management. Thoroughly document 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 member level services, recognizing the effects on customer retirement objectives.

Be very knowledgeable about our investment options, results, and philosophy, and share this knowledge with customers to promote understanding.

Assist with the training and mentoring of personnel on Retirement plan services. Serve as a role model by endorsing RIS department philosophies. Serve as subject matter expert for high level Pension topics.

Perform other job-related duties and special projects as required.


Skills required:

Bachelor's degree or equivalent of 8 years experience.

8 years related experience including Defined Contribution experience.

Strong working knowledge of Defined Benefit and deep understanding of ERISA is preferred.

Successful candidates will have the following:

Extensive knowledge and understanding of plan and contract documents, manuals, procedures, and company products and services.

Strong relationship building skills included; written and verbal, interpretation, negotiation and problem-solving skills.

Organizational, analytical and reading comprehension skills required.

Ability to travel overnight approximately 12-15 times per year to conduct customer meetings independently.

Must possess advanced business unit knowledge and technical skills, including knowledge of Pension regulations and laws.

Ability to balance working independently with working in a team environment.

Must possess a basic understanding of accounting and recordkeeping systems and PC applications.

Must be able to coordinate a large volume of customer activities.

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, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

See job description.

13 days 23 hours ago

Principal Financial Services, Inc


Sr Client Service Manager Principal Financial Services, Inc - Atlanta, GA, United States


Location: Atlanta, GA

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.