Client Services Leader

What You’ll Do

As a Client Services Leader in Workplace Services Retirement Solutions (WSRS) you will direct a team of Multiple Employer Arrangement (MEA) Client Service Managers to ensure high quality, efficient, and timely service, meeting customer expectations. You’ll play a key role to acquire, service, grow and retain profitable MEA business through effective talent management, process improvement, workflow, metrics, and business literacy!

A few examples of focus are:

  • Strategic Operational planning for our growing block of business and Administrative Service Team
  • Lead and develop team members, including hiring, training, talent management, compensation administration, rewards and recognition, performance management, coaching and mentoring. Take appropriate and timely disciplinary action.
  • Communicate and coordinate goals and objectives that direct reports can successfully implement
  • Provide customer service advice, expertise and guidance to staff, peers, and/or customers on complex issues using creativity, analytical, problem-solving skills, and in-depth knowledge for successfully arriving at solutions for retaining clients at risk and resolving client issues across product lines
  • Establish and maintain effective working relationships with staff throughout business unit, and the company, to identify and understand customer and business unit needs and objectives; plan accordingly and implement solutions to improve effectiveness and results. Connect service teams to promote teamwork and communication to support service delivery across multiple product lines

Who You Are

Job level

Willing to consider talent at the next level with the right experiences and skills

  • Bachelor’s degree or equivalent experience required
  • 5+ years of related experience, including at least 2 years in a leadership role
  • Excellent analytical, problem solving, and verbal and written communication skills
  • Demonstrated experience finding operational efficiencies and leading through change
  • Overnight Travel may be required.

Skills That Will Help You Stand Out

  • Strong interpersonal, organizational/ leadership, and negotiation skills
  • Excellent understanding of retirement business and customer service requirements

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

$125400 – $145000 / year

Additional Information

Work Environment

This role offers the ability for in-office and hybrid (blending both office and remote work in a typical workweek) arrangements. You’ll work with your leader to determine 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.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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.

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