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 on our employee stock ownership plan (esop) administration team, you’ll manage and provide consultation to several key client accounts handling all aspects of their esop 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:
Develop a working knowledge of esop technical requirements to create and propose solutions to meet client needs.
Understand and implement key features on plan documents such as performing trust accounting, compliance testing and government reporting.
Take the lead on client esop allocations, reports, participant stock statements, and distribution and cash management services.
Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc.
Qualifications: while we prefer those with esop experience, we’re willing to train highly motivated peopleCandidates will need:
Bachelor`s degree or equivalent experience(accounting or finance preferred)
6+ years related business experience.
Strong accounting, numerical critical thinking, and analytical skills.
Strong written and verbal communication skills, including problem-solving and persuasion/ negotiation skills.
Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferencesMay be necessary.
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: job level we’ll consider talent at the next level with the right experiences and skills.
Work authorization/sponsorship
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, etcFor additional information around work authorization needs please use the following links.
Https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants
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.
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