Job Description

What You'll Do:

We’re looking for a Client Onboarding Specialist to join our Non-Qualified Onboarding team! In this role, you’ll support the client transition and implementation process both tactically and strategically to ensure accuracy, satisfaction and a positive onboarding experience.

• Supporting, coordinating, researching and prioritizing daily work to meet service expectations.
• Communicating exceptions to service standards and opportunities for improvement while delivering accurate and timely non-qualified retirement plan administrative services.
• Partner with the Client Onboarding Manager, and other internal/external teams to create a smooth onboarding or implementation experience for all parties.
• Manage the process of establishing plan documents and service agreements for new and conversion transition plans.
• Process daily work through workflow tools to meet customer and team needs. Assist with non-qualified service including reports, document updates or other tasks to ensure timely and accurate completion of requests.
• Ensure all contracts are established properly on all systems and create an accurate enrollment experience by establishing proper support materials.

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 plus 1+years of related experience required.
• Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, problem solving.
• Accurate, organized, able to meet deadlines and follow-through on tasks.
• Ability to build and maintain good relationships within the organization.
• Proficiency with Microsoft Suite Programs

Skills That Will Help You Stand Out

• Nonqualified retirement plan or financial industry experience preferred
• Experience working in Adobe and/or Salesforce

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: $19.47 - $35.19 / 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. Pension Eligible: Yes Additional Information:

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). 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 applicants 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 Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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. Date First Posted (TTF): 1/14/2025 Latest Post Date: Careers - US: 1/14/2025

LinkedIn Remote Hashtag

: #LI-Remote

Job Tags

Hourly pay, Permanent employment, Full time, Temporary work, Work experience placement, Remote job, H1b,

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