Sr Associate, Client Service Onboarding Manager

What You'll Do Client facing Support & Communication: Manage onboarding for an assigned portfolio or block of business, serving as the primary point of contact throughout the process. Guide and consult plan sponsors, participants, internal teams and/or distribution partners through onboarding and client strategy by providing expert support, timely communication, and clear direction. Communicate effectively with all stakeholders by providing timely status reports through scheduled update calls and timeline/project plan updates. Ensure onboarding activities are completed accurately and in alignment with company policies and service standards. Demonstrate flexibility to meet client needs. Collaborate with senior COMs and internal partners to resolve issues, set expectations, and deliver a smooth onboarding experience. Transactional & Technical Processing: Ensure accuracy, compliance, and timely execution in alignment with internal procedures and regulatory requirements. Maintain and reconcile client and participant records and resolve discrepancies with minimal oversight. Lead internal contract and plan/policy-level coding to support onboarding setup and serve as a resource for troubleshooting and process improvement. Oversee onboarding activities, including contributions, distributions, rollovers, loans, investment elections, beneficiary updates. Compliance & Risk Management: Accurately process onboarding transactions in alignment with regulatory and procedural guidelines (e.g., ERISA, IRS rules, state insurance regulations). Identify potential risks proactively and recommend solutions. Support internal audits by maintaining thorough records and documentation. Operational Excellence & Collaboration: Independently manage onboarding processes with attention to detail and timeliness. Collaborate with cross‑functional teams to resolve routine issues and ensure smooth handoffs. Identify inefficiencies and suggest improvements within own workflow. Perform other job‑related duties and special projects as required. Who You Are 2+ years of experience in onboarding, client service, financial services, or plan/policy operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Strong leadership, decision‑making, and negotiation skills. Excellent relationship building and communication skills, including verbal, written, video and presentation skills. Strong knowledge of defined contribution plans, including plan design, products, services, administrative systems, investments, laws and regulations is preferred. Proficient analytical, innovative, and creative thinking, along with problem solving skills. Proven ability to take initiative and have organizational skills to work efficiently to meet deadlines on multiple transitions. Highly focused on accuracy, details, and confidentiality. Proficient in Microsoft Office and experienced with recordkeeping or workflow systems. Able to manage multiple tasks and prioritize in a fast‑paced environment. Overnight travel may be required on a limited basis. 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) $55,800–$100,800 / year Salary Details Wichita, KS: $55,800 – $75,600 / year Des Moines, IA: $58,900 – $79,800 / year Charlotte, NC: $62,000 – $84,000 / year Chicago/Minneapolis: $68,200 – $92,400 / year Los Angeles/NewYorkCity: $74,400 – $100,800 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short‑term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environment This role offers in‑office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC). You’ll work with your leader to figure out which option may align best based on several factors. Equal Opportunity Employer 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. #J-18808-Ljbffr