Sr Client Service Associate - Waco, TX

What You’ll Do

As a Sr. Client Service Associate, you’ll grow and maintain positive relationships with our clients, while servicing their requests by email or phone. To be successful, you'll have excellent interpersonal skills, be highly organized and have strong prioritization skills to independently balance your workload.

• Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
• Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
• Reviewing and analyzing data for reasonability and accuracy.
• Recognizing and researching unusual or complex situations and providing timely resolutions to business partners and clients.
• Maintain a comprehensive knowledge of our recordkeeping system. Develop a working knowledge of plan, contract and pension documents.
• Perform other job-related duties or 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!

• Requires bachelor's degree or equivalent experience, plus 2+ years of related experience.
• Must strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical and problem solving skills.
• Requires knowledge of related plan and contract documents, manuals, procedures, and company products and services.
• Knowledge of Pension products preferred.
• Have ability to balance working independently with working in a team environment and display a sense of urgency to meet customer needs and overall pension goals.
• Possess a good understanding of accounting and recordkeeping systems and PC applications.
• Demonstrated Microsoft Office proficiency is required.

• Intermediate Excel skills - VLOOKUP, data filtering, and sorting capabilities

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.

$24.21 - $32.43 / 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 based on-site in our Waco, TX office.

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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 – and that starts…