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Client Service Specialist II Or III - #222071

Expired Job

Principal Financial Group Oklahoma City , OK 73113

Posted 3 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.

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Client Service Specialist II Or III - #222071

Expired Job

Principal Financial Group