Client Service Manager

5 days ago

Barstow, California, United States Principal Financial Group Full time
About the Role

We are seeking a highly skilled Client Service Manager to join our team at Principal Financial Group. As a key member of our National Market, you will be responsible for delivering exceptional client service and support to our retirement plan clients.

Key Responsibilities
  • Establish and maintain effective relationships with retirement plan clients to ensure growth in retirement savings and profitability for all partners.
  • Partner with retirement plan service representatives and marketers to enhance relationships between customers and the Company.
  • Deliver accurate and timely retirement plan administrative and marketing services.
  • Communicate optimally with internal and external customers, identifying customer expectations and developing a strong working relationship.
  • Conduct meetings with customers, Retirement plan service representatives, marketers, CPAs, and attorneys, presenting a high degree of integrity while representing the company.
  • Market company products and services supporting multiple product lines, building and retaining customer relationships and assets.
  • Maintain/exceed profitability goals by focusing marketing efforts and allocation of resources on the most profitable customers.
  • Collaborate with clients and advisors on best practice solutions that our systems and processes are crafted to efficiently deliver.
  • Anticipate, quickly recognize, and research unusual or sophisticated situations independently, using creativity, problem-solving skills, and in-depth product knowledge to arrive at solutions for retaining clients at risk and resolving sophisticated client issues.
  • Negotiate and implement solutions to meet both customers and business unit goals, providing timely information and feedback to customers and management.
  • Manage Retirement plan services (e.g. reports, compliance, benefit payments) for assigned customers, anticipating customer needs and assisting them with sophisticated plan administration, including education and consulting on plan design, compliance, and contract and plan member services.
  • Assist with the training and mentoring of personnel on Retirement services, serving as a role model for the team by endorsing RIS department philosophies.
  • Serve as a subject matter expert for high-level retirement topics.
Requirements
  • Bachelor's degree or equivalent experience, plus 4+ years related experience.
  • Experience working within the retirement industry, specifically within Defined Contributions.
  • Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, analytical, and problem-solving skills.
  • Ability to balance working independently with working in a team environment.
  • Possess a basic understanding of accounting and recordkeeping systems and PC applications.
  • Be able to coordinate a large volume of customer activities.
What We Offer

At Principal Financial Group, we offer a competitive salary range of $98,400 per year, flexible time off, and a pension plan. We are an equal opportunity employer and welcome applications from qualified candidates.

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