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Client Service Manager-NQ - #222706

Principal Financial Group Raleigh, NC
  • Expired: March 14, 2019. Applications are no longer accepted.

Job Area: Account ManagementBusiness Area: Individual LifeLocation: NC - RaleighCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2019-03-11
It's not what we do. It's who we are.
At Principal, every role supports a greater purpose- to help people live their best lives. And after more than 130 years, we've never had a more vibrant and dynamic global team united in our purpose. Through community involvement, innovative financial solutions, and dedication to career development, we make a difference in millions of lives every day, including our employees'. And now is the time to make your mark.
Do you excel at managing multiple projects and relationships in order to enhance customer satisfaction?
Are you ready to take your career to the next level with a position that will provide you with the foundational knowledge for future career growth?
If you said yes, join our team today!

Do you have strong relationship building skills and ability to anticipate client needs by providing innovative solutions to challenging situations?
Are you able to communicate effectively and manage multiple demands and priorities effectively?
Have experience in retirement plan administration and ready to take the next step in your career?
If so, then we might be a match!
We are seeking top talent to join our Non-Qualified team as a Client Service Manager on our Institutional team. In this role, each day offers new challenges and the ability to use your excellent client service skills by partnering with retirement plan service representatives and marketers to enhance the relationship between customers and Principal.
Additional responsibilities may include:
+ Establish and maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for all stakeholders.
+ Embody non-qualified core values in all interactions.
+ Identify customer expectations and develop a strong working relationship.
+ Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client issues.


+ Bachelor's degree or equivalent and 4+ years of related experience required (non-qualified retirement plan, qualified retirement plan, or financial services experience preferred).
+ Strong written and oral communication, presentation and negotiation skills required.
+ Must be accurate, organized, able to meet deadlines, and follow-through on tasks and campaigns.
+ Must be able to build and maintain good relationships within the organization.
+ Must have proficiency with MS Word and MS Excel.
+ Demonstrates ability to build solid, trust relationships with clients and stakeholders.
+ Understands retirement concepts.
+ On-site client visits may be required and/or minimum travel required.
+ FINRA Series 6 license will be required within 6 months of employement

Job Level
Willing to consider applicants at multiple job levels.
Additional Information
What's next? Innovation at its finest.
We'll review your application and if you're selected for an interview, you'll receive an invite for a pre-recorded interview experience. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With a pre-recorded interview, you can add your own flair and personality - at your pace.
Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from our Principal Talent Acquisition Team, you've been selected to begin your pre-recorded interview experience and have a set time to submit.
Benefits designed with you in mind.
Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.
Not an exact match for this role?
We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!
Work Authorization/Sponsorship
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Investment Code of Ethics
For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.