Asst Client Transition Specialist

What You'll Do

As an Asst Client Transition Specialist in our Retiree Services Group, your day will be filled with:

• Administering the member data installation process, setting up records and processing retirements to ensure first payments are made on time.
• Handling large sets of member data.
• Serving as the liaison between the Transition Specialists and other departments.
• Completing appropriate data scrubs and implementation of each case in an accurate and timely fashion.
• Troubleshooting and solving problems in a tactful manner and effectively handling difficult or sensitive situations.
• Reviewing the contract specifications and assumptions ensuring they match the pension plan and complying with government regulations.
• Providing high quality service and proactively maintaining positive relationships with customers.
• Assisting with training new transition employees and with modifying procedures and systems where changes are needed.
• Performing other job-related duties or special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor's degree or equivalent, and 2+ years of related experience
• Knowledge of defined benefits preferred
• Must have strong organizational and communication skills
• Strong consultation, collaboration, verbal and written communication skills.
• Excellent analytical and problem-solving abilities, organizational skills, and attention to detail.
• Advanced PC and MS Office Excel experience.
• Ability to balance working independently with working in a team environment.

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$20.84 - $39.81 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Additional Information

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You'll work with your leader to figure out which option may align best based on several factors.

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, 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

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

3/11/2024

Most Recently Posted Date

3/11/2024

LinkedIn Remote Hashtag

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