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What You'll DoWe’re looking for a Senior Associate, Client Service to join our Client Experience Management team in Principal Asset Management. In this role, you’ll help meet and exceed our existing clients' needs!
Develop and maintain exceptional levels of client support, develop strong relationships with our clients, field consultants and other key partners to deliver the highest stand of client service for clients
Responsible for seamless execution of client needs, understand deliverables and ensure clear communication of client expectations. Collaborate with client experience teams and other partners, to meet existing and ad hoc client requests
Serve as the lead on client life cycle events, ensuring internal partners understand client objectives by developing partnerships with Client Implementation, Investment, Distribution, and Operational teams to deliver client needs
Demonstrate strong technical knowledge in areas such as Principals investment capabilities, services, and the asset management landscape
Support and maintain accurate client information in CRM tools and provide support with research and analysis on the market, process enhancements, and procedure management
Lead collaboration with internal partners, proactively develop relationships within Principal Asset Management functions including investments, marketing, sales, client experience, operations, legal and compliance
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!Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!Who You Are
Bachelor's degree, or equivalent
5+ years related work experience, preferably in an investment related field within asset management
Knowledge of financial services and asset management industry
Skills That Will Help You Stand Out
Superior written and verbal communication skills
Knowledge of Salesforce, Power BI, and Seismic
Ability to understand and represent complex investment solutions with clients
Knowledge of the institutional marketplace and client needs
Salary Range InformationSalary 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)$86450 - $147600 / yearAdditional InformationLocation(s)We’re open to considering in-office or hybrid talent. Locations for hybrid talent are Des Moines, Chicago, Seattle, or Charlotte. The wide pay range noted reflects these various locations.Work EnvironmentsThis role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.Work Authorization/SponsorshipAt 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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)Investment Code of EthicsFor 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 PrincipalAt 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 (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.Principal is an Equal Opportunity EmployerAll 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 WindowWe will be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date.Original Posting Date1/9/2024Most Recently Posted Date1/9/2024
