What You'll Do

We’re looking for a Customer Experience Licensed Specialist 1 to join our Mutual Funds team! In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization. You’ll apply service skills and product knowledge that requires licensing to provide exceptional customer experiences and to meet the business unit objectives.

• Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts.

• Respond and anticipate the customer's needs on multiple products or processes while using and navigating several systems and web applications.

• Build customer relationships by handling/resolving requests real-time, providing accurate information, anticipating future concerns, communicating next steps concerns and effectively communicating next steps based on their needs and channel of choice.

• Demonstrates the ability to recognize when an interaction needs to be called out for resolution.

• Identify innovative solutions to improve the customer experience and identify voice of the customer opportunities for the enterprise.

This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

Operating at the intersection of financial services and technology, 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!

Who You Are

• 3+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

• FINRA Series 6 licensing required.

• Demonstrates excellent verbal and written communication skills.

• Proficient with desktop applications such as MS Office and Internet browsers along with excellent typing skills.

• Ability to effectively navigate within numerous software and web applications.

• Ability to quickly learn how to use new computer applications and call center systems.

• A resourceful contributor with a growth mindset to understand a broad range of products and apply that knowledge by referencing appropriate tools and resources.

• Maintain confidentiality with all levels of information.

Skills That Will Help You Stand Out

• Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.

• Ability to handle multiple tasks in a fast-paced environment with attention to detail.

• Strong proficiency with retirement products, processes and systems.

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)

$18.39 - $30.58 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Yes

Additional Information

Our Customer Care Culture

At Principal, we empower our customer care team to make a difference in the lives of our clients by helping them solve problems, resolve issues, and build financial confidence. We’re a culture of genuine support and community, ensuring that you will feel supported by your team, particularly during busy moments.

Work hours

The hours of operation for this department are 7:00 am - 7:00pm CST, Monday - Friday. To be available to our customers, you would be available during these timeframes and may be required to work non-traditional hours.

Work Environments

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). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.

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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

10/18/2024

Most Recently Posted Date

10/18/2024

LinkedIn Remote Hashtag

#LI-Remote