Principal Financial Group
Raleigh, NC
What You'll Do:
As a Senior Associate, Client Service Manager, you will manage a group of Non-Qualified (NQ) clients by independently delivering accurate and timely retirement plan administrative and client services. Independently establishes and maintains effective relationships with nonqualified clients and financial professionals to ensure client retention, growth of the client service block and profitability for all stakeholders. Embodies non-qualified core values in all interactions. Serve as a primary point of contact for non-qualified clients and financial professionals, partnering with internal service teams to support client needs, retention, growth and profitability. Embody non-qualified core values in all interactions. Identify customer expectations and develop strong working relationships. Use creativity, problem solving skills, and in-depth product knowledge for successfully arriving at solutions for retaining clients and resolving complex client...