What Youll Do
As a
Relationship Associate I
- Coordinate and prioritize client materials for meetings and presentations and retirement plan changes. Ensure materials are appropriate, complete and accurate. Distribute materials to clients and financial professionals as needed.
- Answer standard questions and inquiries from team, clients and financial professionals. Research and communicate on issues to acquire resolution. Keep relationship managers, internal partners and other interested parties advised as needed and communicate on issues to acquire resolution.
- Engage in continuous learning and self-improvement and perform other job-related duties or special projects as the need arises.
- Engage in other job-related duties that contribute to a culture of care.
Who You Are
- Associate or Bachelors degree preferred.
- 2+ years of industry experience or equivalent proven through one or a combination of the following work experience, training, military experience, education.
- Have good interpersonalnal, planning, and written/oral communication skills.
- Good Excel, Word, PowerPoint and other technology skills required.
- Able to work well under pressure with multiple priorities and strong follow up skills.
- Good analytical and problem solving skills required.
- Ability to apply strong attention to detail.
- Ability to prioritize and be timely with your work.
- Have good organizational skills.
- Have good decision-making skills and work under minimal direction.
Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramAdditional Information
Location
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, or Charlotte, NC).
Work Authorization/Sponsorship
At this time, were 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.)
and
Nonimmigrant Workers
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, were bound by one common purpose to foster a world where financial security is accessible to all. And our success depends on the outstanding experiences, backgrounds, and talents of our employees individually and all of us together. Explore our
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 WindowOriginal Posting DateMost Recently Posted Date
LinkedIn Remote Hashtag