Client Service Specialist II - Middle Office Client Services

Job Locations US-MN-Minneapolis
Posted Date 3 months ago(9/6/2022 11:38 AM)
Job #
Customer Service
Ent Seg
Bus Area
Trust and Custody
Pos Typ
Regular Full-Time


As a Client Service Specialist II, you’ll put your strong communication skills to action and help make a positive impact on the clients we service. You will excel in this role by having a strong ability to learn and exceed customer expectations.


Your day will be filled with:

  • Collaborating with client facing roles, and communicating effectively with internal clients regarding special timing requests, and routine employee data, while delivering excellent client service
  • Ensuring client needs are met by providing consolidated, timely, and complete reporting (This may include communicating on complex plan administration procedures.)
  • Reviewing and analyzing data for reasonability and accuracy
  • Recognizing and researching unusual or complex situations and providing timely resolutions to business partners and clients
  • Maintaining a comprehensive knowledge of our recordkeeping system
  • Developing a working knowledge of plan, contract and pension documents
  • Performing other job-related duties or special projects as required


  • High school diploma or equivalent
  • 2+ years related experience required (financial services, trust & custody, operations)
  • Required skills include good written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
  • Requires basic knowledge of plan and contract documents, manuals, procedures, and Company products and services
  • Basic knowledge of Pension products preferred
  • Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall Pension goals
  • Basic understanding of accounting and recordkeeping systems and PC applications preferred

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

$37100 - $56100 / year

Additional Information


This position will be based in our Minneapolis, MN location.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) For additional information around work authorization needs please use the following links:  Nonimmigrant Workers and 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, benefits and why we’re an exceptional place 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.

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