Senior Associate, Client Service Transfer Coordinator NQ

Sr Associate, Client Services Transfer Coordinator

We're looking for a Sr Associate, Client Services Transfer Coordinator to join our Non-Qualified Onboarding and Deconversion Team. In this role, you'll coordinate the transition of plan data and assets from prior providers to Principal's retirement platform, with a strong focus on accuracy, timeliness, and data integrity. You'll work independently while partnering closely with prior providers, Client Onboarding Managers, clients, and internal teams.

Success in this role requires strong analytical and problem-solving skills, attention to detail, and curiosity about how technology, including AI and automation tools, can help make work more efficient and effective.

Here are a few of the things you'll do:

• Coordinate with prior providers, Client Onboarding Managers, and internal partners to ensure the accurate and timely transition of plan data, records, and assets.
• Analyze, reconcile, and validate plan data, investigate discrepancies or transfer issues, and partner with appropriate teams to determine impacts and next steps.
• Utilize Excel and other technology to analyze, reformat, validate, and prepare data for upload, account creation, and asset transfers.
• Manage multiple assignments with varying timelines and complexity, effectively adjusting priorities and coordinating dependencies.
• Leverage AI, automation, and data tools to enhance accuracy and efficiency while maintaining appropriate quality controls.
• Support a collaborative team environment through knowledge sharing, training, teamwork, and continuous process improvement.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

4+ years of retirement plan servicing or financial services experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

Strong Microsoft Excel skills with the ability to analyze, organize, manipulate, and validate data.

Strong analytical, mathematical, problem-solving, and decision-making skills, with the ability to research issues and determine appropriate next steps.

Strong attention to detail and accuracy, particularly when working with complex data and financial information.

Effective time management, planning, and organizational skills, including the ability to manage multiple priorities and deadlines.

Strong verbal and written communication skills and the ability to build productive working relationships across teams and job levels.

Self-starter who can work independently, take ownership of assigned work, and recognize when additional input or escalation is needed.

Comfortable learning and using evolving technology, including AI and automation tools, to improve efficiency, problem-solving, and quality.

Background in retirement plans, financial services, implementation, conversions, transfers, or other data-intensive operational work.

Demonstrated ability to reconcile, analyze, and validate complex or large data sets.

Experience using tools such as Alteryx or other data preparation, automation, or analytical tools.

Demonstrated interest in using AI, automation, or other technology to simplify work, solve problems, or improve processes.

A track record of identifying process improvements and helping turn ideas into practical, sustainable solutions.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $55800 - $126000 / year

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time…