Associate, Client Service Manager, Defined Benefits

Job overview

The Associate, Client Service Manager, Defined Benefits role is listed in Charlotte, NC, with a target salary range of $22.93–$37.96 per hour. The role is part of Principal Financial Group’s Defined Benefits Client Services team. The associate supports assigned retirement plan clients by responding to inquiries, processing transactions, maintaining records, and coordinating issue resolution. The work helps deliver accurate, compliant service and maintain strong relationships with plan sponsors, participants, and internal teams.

What you'll do

• Respond to client inquiries by phone, email, or portal
• guide clients on retirement plan services and account information
• process retirement plan transactions
• maintain and reconcile client and participant records
• follow ERISA, IRS, and company requirements
• document interactions and support audits
• collaborate with operations, compliance, and advisor teams
• recommend process improvements.

What we're looking for

Skills & competencies

associate, client service manager

defined benefits

principal financial group

charlotte nc

retirement plans

client service

plan administration

erisa

irs compliance

recordkeeping

$22.93–$37.96/hour

pto

Work arrangement

• Weekend coverage required

Benefits & perks

• Personal Time Off accrues each pay period for hourly employees
• the role is pension eligible. Principal describes comprehensive benefits supporting employees’ physical, financial, and social well-being.

Why this role

The posting notes that some travel may be required, approximately 10%.

About the employer

Principal Financial Group is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.