Job details
Job type full-time
Full job description
Responsibilities: looking for a career with the opportunity to learn and belong to a great team in a high growth business? come talk with us! if you are a great communicator, with strong numerical critical thinking skills, enjoy problem-solving and working closely with outstanding clients – this is an opportunity you cannot pass up!
As a client service manager you’ll manage and provide consultation to several key client accounts handling all aspects of their plansYou’ll proactively build relationships with c-suite executives, company owners, financial executives and hr personnel while balancing technical activities of the plansEducating, teaching and handling their unique requests provides for a very valued partner experience with your clients.
Here are a few examples of what you’ll do:
Establish and maintain effective relationships with retirement plan clients, to ensure growth in retirement savings, and profitability for all stakeholders.
Partner with retirement plan service representatives and marketers to enhance relationships between customers and the company
Communicate effectively with internal and external customersIdentify customer`s expectations and develop a strong working relationship.
Anticipate, quickly recognize, and research unusual or complex situations independentlyUse creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients at risk and resolving complex client issues including client issues.
Assist with the training and mentoring of personnel on retirement servicesServe as a role model for team by endorsing ris department philosophiesServe as a subject matter expert for high level retirement topics.
Qualifications:
Bachelor`s degree or equivalent experience.
4+ years related business experience preferred.
Strong accounting, numerical critical thinking, and analytical skills.
Strong written and verbal communication skills, including problem-solving and persuasion/ negotiation skills.
Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
Possess a strong understanding of accounting and record-keeping systems and pc applications.
Additional information: work authorization/sponsorship 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.)
Investment code of ethics 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 householdThese same requirements may also apply to other positions across the organization.
Experience principal while our expertise spans the globe, we`re bound by one common purpose: to foster a world where financial security is accessible to allAnd our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us togetherExplore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an equal opportunity employer 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.
