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Client Service Associate - Waco, TX

Client Service Associate - Waco, TX

Principal Financial Group, Inc.Waco, Texas, USA
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What You'll Do

As a Client Service Associate , you'll put your communication skills and attention to detail into action and help make a positive impact on the clients we service. You will excel in this role by having a strong ability to learn, and exceed customer expectations.

Your day will be filled with :

  • Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service.
  • Ensuring client needs are met by providing consolidated, timely, and complete reporting. This may include communicating on complex plan administration procedures.
  • Reviewing and analyzing data for reasonability and accuracy.
  • Recognizing and researching unusual or complex situations and providing timely resolutions to business partners and clients.
  • Maintain a comprehensive knowledge of our recordkeeping system. Develop a working knowledge of plan, contract and pension documents.
  • Perform other job-related duties or special projects as required.

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

  • Requires Bachelor's degree or equivalent experience
  • Required skills include good written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
  • Requires basic knowledge of plan and contract documents, manuals, procedures, and Company products and services
  • Basic knowledge of Pension products preferred
  • Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall Pension goals
  • Basic understanding of accounting and recordkeeping systems and PC applications preferred

    • 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

    20.55 - $27.86 / 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

    Work Environments

    This role will be based on-site in our Waco, TX office.

    Work Authorization / Sponsorship

    At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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 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

    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.

    Original Posting Date

    8 / 18 / 2025

    Most Recently Posted Date

    8 / 18 / 2025

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    Client Service Associate • Waco, Texas, USA