Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Client Service Specialist II Or III - #222071

Expired Job

Principal Financial Group Seattle , WA 98113

Posted 5 months ago

Job Area: Customer Service

Business Area: Pension

Location: IA - Mason City;IA - Cedar Falls;IA - Des Moines;NE - Grand Island;WA - Spokane

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-08-29

Be a part of something bigger

Are you looking for an opportunity to work with High Net Worth clients @Principal? If you are, this is the job for you.

Within the Client Service Specialist role, you have a partnership with the Client Service Manager to meet/exceed client and business needs. We work with a greater commitment in mind, and that is to provide our clients with the financial tools and confidence to build for their retirement.

If this sounds like a job where you can make a difference, we would love to have you on the team!


In this role, you'll put your strong communication skills to action and help make a positive impact on the clients we serve. There is vast variety in the work you will do such as:

  • Communicating effectively with internal and external clients regarding complex record keeping issues, special timing requests, and routine employee data.

  • Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.

  • Recognizing and researching unusual or complex situations and providing prompt resolution to business partners and clients.

  • Maintaining a comprehensive knowledge of our recordkeeping system, plan, contract and pension documents.


While we prefer candidates who have prior experience working with a variety of retirement products (DC, DB, ESOPs and KSOPs), along with a strong skillset within Excel and WEBI report experience, it is not required. Successful candidates will have:

  • High school diploma or equivalent, plus 2+ years of related work experience required (financial industries, banking, etc).

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

  • The ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.

  • A basic understanding of accounting and recordkeeping systems and PC applications such as Express, IBPM and Salesforce, etc.

We are willing to consider higher at a higher level dependent upon experience.

Additional Information

What's next? Innovation at its finest.

We'll review your application and if you're selected for an interview, you'll receive an invite for a pre-recorded interview experience. Haven't done that before, don't worry.

We've got all the tips and tricks available to help you be successful. With a pre-recorded interview, you can add your own flair and personality at your pace.

Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from our Principal Talent Acquisition Team, you've been selected to begin your pre-recorded interview experience and have a set time to submit.

Benefits designed with you in mind.

Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.

Not an exact match for this role? We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to of 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.

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Customer Service Representative I II Or III

Homestreet, Inc

Posted 1 week ago

VIEW JOBS 1/5/2019 12:00:00 AM 2019-04-05T00:00 EO/AA Employer including Vets and Disabled Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. Job Description Summary POSITION SUMMARY: CSR I - Perform a variety of teller services such as processing deposits, withdrawals, and payments. Process automatic transfers and update customer account information. Where appropriate, explore customer needs and cross-sell bank services. Make appropriate referrals to other business units for non-banking products. At all times, provide superior customer service. CSR II and III – Performs above functions as well as being responsible for acquisition, retention and expansion of new and existing customer relationships. Provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Job Details ESSENTIAL FUNCTIONS: Teller Activities CSR I * Provides daily deposit services such as handling deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, , verifications of deposit, Debit card requests, and other related matters. * Maintains cash handling within prescribed limits, accurately count, receive and disburse cash, correctly handle mutilated and bait currency. * Balances cash drawer independently, maintain cash over and short record within HomeStreet's compliance policy. CSR II and III (In addition to the above activities): * May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. * Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. * Effectively assist other CSRs in the completion of work assignments and balancing. New Accounts/Sales Activities CSR I * Familiar with all bank products and services. May occasionally be assigned new account responsibilities. * Where appropriate, actively takes advantage of all sales opportunities to cross-sell bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Make referrals to other business units for non-banking products. * Participates in sales programs to generate new customers. * Must sell financial products and services to meet referral goals and performance evaluation/personal goals. * Obtains profitability and personal goals outlined in both incentive programs and performance evaluations. CSR II (In addition to the above activities): * Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. * Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. * Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs CSR III (In addition to the above activities): * Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments. * Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans. * Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs Service Activities CSR I * Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. * Actively listens to our customers by communicating the customer's value, thereby maintaining a friendly, positive and professional attitude. * Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression. * Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. * Participates in two community events per year. CSR II (In addition to the above activities): * Supports branch lobby management. CSR III (In addition to the above activities): * Sets an example for the CSR staff in the area of customer service and customer advocacy. Operational Activities CSR I * Performs responsibilities such as filing and maintaining signature cards and certificate copies. * As requested, assists with branch audit functions. * Follows HomeStreet's policies and procedures and all regulatory requirements. * Performs all other duties as required. CSR II and III (In addition to the above activities): * Participates in branch audit functions. REQUIREMENTS: CSR I * Six months of cash handling, customer service, and sales experience preferred with prior banking experience a plus. CSR II * Minimum of 2 years cash handling and customer service experience. Banking experience preferred. CSR III * Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations. All * Demonstrated success in cross-selling banking services (preferred at the CSR I level; required at the CSR II and III level.) * Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. * Strong math and computer skills are required. (PC experience required with knowledge of Word, Excel and teller/bank software preferred at the CSR II and III levels.) * Excellent written and oral communication skills are required. * Must possess good judgment, and the ability to accept responsibility and handle confidential information. * Ability to work quickly and accurately, to analyze information and make decisions. High school diploma or equivalent. * Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. * Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) standing. Walking, sitting, bending and reaching occasionally and for brief periods of time. CSR II (In addition to the above activities): * Must be a self-starter, dependable, able to work within deadlines under pressure. * Willingness to assume additional responsibilities/duties/projects as they arise. CSR III (In addition to the above activities): * Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. * Excellent written and oral communication skills are required. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area Customer Service (Sales) Homestreet, Inc Seattle WA

Client Service Specialist II Or III - #222071

Expired Job

Principal Financial Group