Client Service Specialist

Collaborates with client-facing roles, internal groups, and external customers to provide outstanding service. Supports, coordinates, and prioritizes daily tasks to meet service expectations. Delivers accurate and timely retirement plan administrative services, ensuring documentation and processing are handled with care and attention to detail. Daily Operations & Core Plan Support: Support daily operations and plan services for Pension Services. Monitor workflow, prioritize tasks, and bring up issues as needed to maintain service quality and client satisfaction. Client Account Support & Problem Solving: Support assigned client accounts and internal partners, ensuring accurate and compliant benefit payment processing. Assist with participant-level issues, special timing requests, and routine data reconciliation. Recognize and research routine or slightly complex issues and propose solutions within established guidelines. Document key actions taken and raise more complex situations to senior specialists or managers. Contribute to a positive client experience through timely and reliable support. Communication & Collaborator Engagement: Communicate clearly with internal and external clients to resolve plan or recordkeeping issues. Provide guidance on administrative procedures and documentation standards as appropriate. Collaborate with internal partners and cross-functional teams to support reliable service delivery. Share feedback on routine or moderately complex issues with clients, management, and internal collaborators. Reporting & Analysis: Run standard reports using TPSWeb, Benefit Payments, TAS, CSS, or other tools to support decision-making. Identify basic trends or patterns from data to assist with recommendations and improvements. Ensure accurate and consistent reporting to support client service.

Support & Knowledge Sharing: Provide guidance to colleagues on standard procedures and routine tasks. Assist with training or procedural updates as needed. Act as a reference for a limited set of technical topics to help the team resolve routine issues. Support the team in addressing challenges, advancing more complex issues as needed. Process Improvement and Other: Follow established procedures while finding opportunities for small-scale process improvements. Contribute to training, special projects, or ad hoc initiatives. 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!

2+ years of experience in client service, financial services, or retirement plan operations is required. Equivalent experience can be demonstrated through work experience, training, military experience, or education. Working knowledge of benefit payment distributions of qualified and nonqualified benefit plans is a plus. Familiarity with plan and contract documents, administrative manuals, procedures, and company products and services is helpful. Ability to assist with internal tasks, contribute to problem-solving, and guide teammates as necessary. Skilled in working alone as well as alongside colleagues. You will respond swiftly to client demands and ensure support is accurate and timely, helping to improve client satisfaction. Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, and problem-solving skills. Overnight travel may be required on a limited basis.

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