Associate, Client Service Transfer Coordinator

What You'll Do

As an Associate, Client Service Transfer Coordinator in our retirement client onboarding service area, you'll be responsible for independently establishing and maintaining strong relationships with prior providers to effectively transition clients to Principal's retirement plans.

Your day will be filled with:

• Working with prior providers to confirm data gathering and transmission needs to assure timely and accurate transition of transfer funds for emerging to medium sized plans.
• Working closely with Transition Managers as well as other team members to collaborate and ensure all prior records transition smoothly and accurately.
• Identifying any issues with the prior data for resolution involving the Transition Manager and client.
• Communicating with external clients, Advisors, and TPAs during transition of retirement plan.
• Providing mentoring and training to internal and external customers. Make recommendations for procedure updates.

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!

• At least 4+ years of related experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Pension record‑keeping knowledge preferred
• Strong working knowledge of computer applications including key Microsoft Office programs such as Excel and Outlook.
• Strong problem‑solving, analytical, math, negotiation, detail‑oriented, and decision‑making skills.
• Excellent time‑management, planning and organizational, and verbal and written communication skills.
• Self‑starter who can work independently with all job levels.
• Strong attention to accuracy with ability to maintain confidentiality.
• Knowledge of business unit products is preferred.

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.

$22.93 - $40.96 / 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 offers in‑office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

At this time, we’re not considering candidates 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:
Nonimmigrant Workers and Green Card for Employment‑Based Immigrants.

For Principal Global Investors 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.

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose‑led future for financial services –…