Customer Experience Specialist 2

4 weeks ago


Des Moines, Iowa, United States Principal Financial Group Full time

Role Overview

We are seeking a highly skilled Customer Experience Specialist 2 to join our team at Principal Financial Group. In this role, you will be responsible for educating and assisting 401K participants by answering inbound phone inquiries about their retirement accounts and helping them take action to prepare for retirement.

Key Responsibilities

  • Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer service.
  • Handle complex product calls, emails or chats and resolves situations real-time while building foundational financial knowledge.
  • Opportunity to secure your FINRA Series 6 license, with materials, time to study and cost of the training program covered by the company.

Requirements

  • 4+ years of customer service experience or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
  • Demonstrates excellent verbal and written communication skills, including strong typing skills.
  • Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.
  • Strong proficiency with business unit products, processes and systems and MS Office and Internet browsers.
  • Ability to handle multiple tasks in a fast-paced environment with attention to detail.

Additional Information

This role offers in-office, hybrid and remote work arrangements, with a focus on providing excellent customer service and building financial knowledge. We invest heavily in training and development, with a comprehensive nine-week training program to set you up for success.



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