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.
- 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 and communicating next steps
- 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 licensing required - licensed within 6 months to handle all requirements as a registered representative.
- 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.
- 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.
Skills That Will Help You Stand Out
- Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.
- Strong proficiency with business unit products, processes and systems.
- Active FINRA license - SIE and Series 6.
- 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)
$22.47 - $29.97 / 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
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 applicants 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 and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management 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
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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.
