Associate, Client Service Manager

What You'll Do

We are looking for an Associate, Client Service Manager to join our team! You will support an assigned group of clients by handling questions, requests, and issues quickly and accurately. This role provides hands‑on support, ensures service standards are met, and helps maintain strong client relationships every day.

• Respond promptly and professionally to client inquiries via phone, email, or portal. Serve as a primary contact for plan sponsors, participants, and internal teams, providing guidance on retirement plan services. Assist clients in navigating account information, retirement plan options, and general administrative processes.
• Handle a broad variety of retirement plan transactions (contributions, distributions, rollovers, loans, investment elections, beneficiary updates). Guarantee accuracy and adherence to internal procedures and regulatory standards. Maintain and reconcile client and participant records, addressing discrepancies as they occur.
• Adhere to regulatory, legal, and company policies, including ERISA and IRS rules. Maintain confidentiality of critical client information and bring up unusual or complex issues. Generate reports, document interactions and transactions, and support audits or internal reviews.
• Collaborate with operations, compliance, and advisor teams to ensure smooth workflow and issue resolution. Recommend and implement process improvements to enhance efficiency, accuracy, and client experience.
• Perform other job‑related duties and special projects as required.

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!

• 1 year of experience in client service, financial services, or retirement plan operations is required. Equivalent experience can also be demonstrated through work experience, training, military experience, or education.
• Practical understanding of retirement plan administration and financial concepts, with the capability to apply procedures accurately and efficiently.
• Exposure to retirement products and services such as 401(k), 403(b), defined benefit arrangements, pension risk transfer group annuity contracts, or other defined contribution offerings preferred but not required.
• Strong attention to detail and capability to detect, analyze, and fix data inconsistencies.
• Proficient in Microsoft Office and experienced with recordkeeping or workflow systems.
• Strong communication abilities and capacity to engage professionally with clients and colleagues.
• Able to manage multiple tasks and prioritize in a fast‑paced environment.

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.

28.03 -  35.55 / hour

Personal Time Off (PTO) is provided to hourly (non‑exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short‑term illness.

Yes

This role will be hybrid based out of our Minneapolis, MN office.

At this time, we’re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1‑OPT, F1‑CPT, H‑1B, TN, L‑1, J‑1, etc. For additional information around work authorization needs please use the following links.

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.