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Client Service Associate
Principal Financial Group
Spokane, WA, United States
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We're looking for self-motivated individuals who enjoy building relationships to join our team as a Client Service Associate in our Spokane, WA field office!
If you are someone who is customer focused, has a strong ability to prioritize, effectively multitask with a"go-getter" mentality, then this may be the right fit for you!
Responsibilities:
In this role, you'll be making a difference every day. There's a variety of work you'll do which includes:
• Serve as the direct point of contact for the administration of the retirement plans by establishing and maintaining effective relationships with our retirement plan clients to ensure profitability for all stakeholders through written and verbal communication.
• 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.
Never worked with retirement plans before? Not a problem - we're here to help.
You’ll get in depth training on our retirement products and processes to provide the best service possible.
What else do you need to know?
We anticipate a start date of mid-to-late May 2019.
The Principal way…
Our team has created a customer first and employee empowered culture – AND we have fun doing it. If you want to use your skills and experience in an environment where you can make a difference, we want to hear from you! Come experience a collaborative work culture with great workplace perks:
• Competitive pay, great benefits and vacation time. Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan.
• Casual Dress.
• Work from home opportunities in the future.
• Fitness Facility/reimbursement program.
• Free Parking.
Qualifications:
While we prefer candidates with retirement plan experience, candidates will have:
Skills required:
• Bachelor's degree or eight years of related work experience.
Successful candidates will have the following:
• Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, and negotiation, analytical and problem solving skills.
• Work independently within a team environment to meet customer needs and achieve overall Pension goals.
• The ability to learn basic knowledge of plan and contract documents, manuals, procedures, and company products and services.
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.