Senior Associate, Client Service Manager

** What You'll Do*
* As a  
** Sr. Associate, Client Service Manager** , you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. Independently establishes and maintains effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. Embodies non-qualified core values in all interactions.

+ Establish and maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for all partners.

+ Embody non-qualified core values in all interactions.

+ Identify customer expectations and develop a strong working relationship.

+ Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.

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!

** Who You Are*
* + Bachelor's degree or equivalent and 4+ years of related experience required (non-qualified retirement plan, qualified retirement plan, or financial services experience preferred).

+ Strong written and verbal communication, presentation and negotiation skills required.

+ Accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.

+ Able to build and maintain good relationships within the organization.

+ Proficiency with MS Word and MS Excel.

+ Demonstrates ability to build proven, positive relationships with clients and partners.

+ Understands retirement concepts. On-site client visits may be required and/or minimum travel required.

+ FINRA Series 6 License(s) or ability to obtain within 6 months required. Must meet firm standards for registration within applicable jurisdictions.

+  
** Fingerprint**  - You'll be required to become a non-registered fingerprint person of Principal Securities Incorporated (PSI).

** Salary Range Information*
* 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

** Salary Details*
* The following locations are examples of market-specific salary ranges across different geographies. Please note, we are open to hiring Nation-wide for this role, these are simply an example of salaries in these geographic areas.

Dubuque, IA / Wichita, KS / Grand Island, NE:

+ Sr. Associate, CSM: $55,800 - $75,600

+ Client Service Manager: $69,300 - $94,500

Des Moines, IA / Louisville, KY / Green Bay, WI:

+ Sr. Associate, CSM: $58,900 - $79,800

+ Client Service Manager: $73,150 - $99,750

St. Louis, MO / Pittsburgh, PA / Charlotte, NC:

+ Sr. Associate, CSM: $62,000 - $84,000

+ Client Service Manager: $77,000 - $105,000

Denver, CO / Houston, TX / Chicago, IL / Minneapolis, MN:

+ Sr. Associate, CSM: $68,200 - $92,400

+ Client Service Manager: $84,700 - $115,500

Seattle, WA / Los Angeles, CA / New York City, NY:

+ Sr. Associate, CSM: $74,400 - $100,800

+ Client Service Manager: $92,400 - $126,000

** Time Off Program*
* 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 off under FTO and there is no set number of days provided.

** Pension Eligible*
* Yes

** Work Environments*
* 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, Charlotte, NC, and Raleigh, NC).

You'll work with your leader to figure out which option may align best based on several factors.

** Job Level*
* We'll consider talent at the next level with the right experiences and skills.

** Client Service Manager*
* ** Qualifications** :

+ 4+ years of experience in client service, financial services, or retirement plan operations is required. This can be shown through work experience, training, military service, or education.

+ Solid knowledge of retirement plan administration and financial concepts, with the capability to implement procedures…