Senior Client Service Manager

Job overview

The Senior Client Service Manager role may be in-office, hybrid, or remote only if the employee resides more than 30 miles from Des Moines, IA, or Charlotte, NC; no specific worksite city or state is provided. The annual salary range is $84,600 to $187,200, with market-specific ranges varying by level and location. The role supports Principal Financial Group's Large Market business. The role exists to manage complex client portfolios and provide accurate, timely retirement-plan service. It contributes to client satisfaction, retention, and business growth by resolving complex issues, reviewing transactions, identifying risks, and improving service processes.

What you'll do

• Manage a large client portfolio with complex plan structures
• provide strategic guidance on plan design and compliance
• resolve escalated issues
• review and approve complex transactions
• analyze accounts and trends
• advise on ERISA, IRS, and internal compliance requirements
• prepare reports and dashboards
• recommend process enhancements
• mentor junior team members.

What we're looking for

Skills & competencies

senior client service manager

principal financial group

large market

retirement plans

401(k)

403(b)

client relationships

erisa

compliance

portfolio management

annual salary $84,600-$187,200

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible time off for salaried employees
• pension eligible
• comprehensive benefits supporting physical, financial, and social wellbeing.

Why this role

Supports complex retirement plan clients and may be considered for the next level, Lead Client Service Manager, with appropriate experience.

About the employer

Principal Financial Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.