Esop - Sr. Client Service Manager

What You'll Do:

• Perform accurate recordkeeping of client reporting and processing owning the complete process, analyzing client source data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process complex allocation transactions, and produce final client and custom participant statements.
• Identify and perform all compliance testing and analysis, detailed distribution and diversification policies and processing, plan termination and de-conversion, legislation and technical knowledge, and develop extensive working knowledge of various operating systems and other proprietary applications.
• Recognize and research unusual or complex situations independently, using creative problem-solving skills and in-depth product knowledge for successfully arriving at solutions for retaining clients at-risk and resolving complex client issues.
• Build and maintain relationships with internal business partners, clients, and outside advisors. Participate and/or conduct client visits to handle administrative issues and proposals.
• Maintain or exceed profitability goals by invoicing accurately and timely, monitoring accounts receivable, reviewing client fee schedule, and meeting productivity and quality goals.
• Communicate with clients proactively to assist with questions, plan complexity discussions, education, participant data, plan administration procedures, etc.
• Promote team development through shared knowledge and information with team members in working to resolve complex situations and provide technical assistance to other internal roles on procedures and task related problems.
• Perform other job-related duties or special projects as required.

Who You Are:

• Bachelor's degree or equivalent experience. (Accounting or Finance preferred)
• 7+ years related business experience.
• Previous ESOP exp is required.
• Strong accounting, numerical critical thinking, analytical, and technical skills.
• Strong written and verbal communication skills, including problem-solving and persuasion/ negotiation skills.
• Requires extensive knowledge and understanding of plan and contract documents, accounting and record-keeping systems, manuals, procedures and company products and services, and PC applications including Excel.
• Open to occasional overnight travel (1-3 times per year) to participate in customer meetings and industry conferences may be necessary.
• Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.

Salary Range Information: 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. Salary Range: $77350 - $128400 / year 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.) For additional information around work authorization needs please use the following links: Nonimmigrant Workers and 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 household. These 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 all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore 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.

Posting Window:Date First Posted (TTF): 11/21/2023 Latest Post Date: Careers - US: 11/21/2023

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