Senior Associate, Client Service Manager

Senior Associate, Client Service Manager

As a Senior Associate, Client Service Manager in our unbundled retirement division, you'll grow and maintain positive relationships with our clients, advisors, and TPA partners, while servicing their requests through email or phone. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards. By providing dependable support and solutions, you'll help clients get their needs met accurately and on time, strengthen satisfaction, foster long-term relationships, and support improvements that drive retention and business growth. Independently manage a portfolio of clients, delivering support on retirement plan management and participant inquiries. Resolve moderately complex client questions using discretion, identifying when escalation is necessary. Collaborate with internal and external partners (operations, advisors, compliance) to coordinate client deliverables and plan achievements. Review and approve routine retirement plan transactions while ensuring accuracy. Analyze participant accounts to identify inconsistencies or trends requiring attention. Partner with internal teams to resolve errors or exceptions efficiently. Prepare client-facing and internal reports, ensuring transparency and accuracy. Document client interactions, decisions, and resolutions in systems to maintain audit readiness. Recommend enhancements to processes, workflows, and reporting for efficiency and client experience. Share knowledge and best practices with peers. Perform other job-related duties and special projects as the need arises.

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!